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O'Dell Group’s Eli Lilly LLY Stock Holding History

O'Dell 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
-668
Closed -$516K – 68
2024
Q4 		$516K Sell
668
-362
-35% -$300K 0.12% 50
2024
Q3 		$912K Buy
1,030
+79
+8% +$71K 0.2% 36
2024
Q2 		$740K Hold
951
– – 0.18% 42
2024
Q1 		$740K Buy
951
+67
+8% +$47.7K 0.18% 42
2023
Q4 		$516K Buy
884
+17
+2% +$9.92K 0.13% 42
2023
Q3 		$466K Buy
867
+3
+0.3% +$1.55K 0.14% 43
2023
Q2 		$405K Buy
+864
New +$362K 0.12% 49
2022
Q4 		– Sell
-424
Closed -$137K – 260
2022
Q3 		$137K Hold
424
– – 0.05% 80
2022
Q2 		$137K Hold
424
– – 0.05% 82
2022
Q1 		$121K Hold
424
– – 0.04% 103
2021
Q4 		$117K Hold
424
– – 0.03% 103
2021
Q3 		$98K Buy
+424
New +$105K 0.03% 111

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 $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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