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New Harbor Financial Group’s Eli Lilly LLY Stock Holding History

New Harbor Financial Group’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$232K – 65
2024
Q4 		$232K Sell
300
-20
-6% -$16.6K 0.07% 49
2024
Q3 		$284K Hold
320
– – 0.07% 41
2024
Q2 		$290K Buy
+320
New +$256K 0.09% 44

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New Harbor Financial Group's LLY Position: Q1 2025 in Review

New Harbor Financial Group sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 300 shares — an estimated $232K sold.

New Harbor Financial Group first reported a position in LLY in Q2 2024 and held it in 3 quarters. The position peaked at $290K in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • New Harbor Financial Group reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • New Harbor Financial Group sold 300 Eli Lilly shares in Q1 2025, an estimated $232K.
  • New Harbor Financial Group first reported a position in Eli Lilly in Q2 2024 and held it in 3 quarters.
  • New Harbor Financial Group's Eli Lilly position peaked at $290K in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on New Harbor Financial Group's 13F filing for Q1 2025, filed 14 May 2025.