Orgel Wealth Management’s Eli Lilly LLY Stock Holding History

Orgel Wealth Management’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
2023 Q4	–	Sell	-561	Closed	-$301K	–	87
2023 Q3	$301K	Buy	+561	New	+$289K	0.01%	66

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orgel Wealth Management's LLY Position: Q4 2023 in Review

Orgel Wealth Management sold out of Eli Lilly (LLY) in Q4 2023, closing a stake of 561 shares — an estimated $301K sold.

Orgel Wealth Management first reported a position in LLY in Q3 2023 and held it in 1 quarter. The position peaked at $301K in Q3 2023. 3,273 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Orgel Wealth Management reported no remaining Eli Lilly position as of Q4 2023 after selling out during the quarter.
Orgel Wealth Management sold 561 Eli Lilly shares in Q4 2023, an estimated $301K.
Orgel Wealth Management first reported a position in Eli Lilly in Q3 2023 and held it in 1 quarter.
Orgel Wealth Management's Eli Lilly position peaked at $301K in Q3 2023.
3,273 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Orgel Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.