Orin Green Financial’s Eli Lilly LLY Stock Holding History

Orin Green Financial’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
2024 Q4	–	Sell	-306	Closed	-$271K	–	83
2024 Q3	$271K	Buy	+306	New	+$275K	0.12%	64

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Orin Green Financial's LLY Position: Q4 2024 in Review

Orin Green Financial sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 306 shares — an estimated $271K sold.

Orin Green Financial first reported a position in LLY in Q3 2024 and held it in 1 quarter. The position peaked at $271K in Q3 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Orin Green Financial reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
Orin Green Financial sold 306 Eli Lilly shares in Q4 2024, an estimated $271K.
Orin Green Financial first reported a position in Eli Lilly in Q3 2024 and held it in 1 quarter.
Orin Green Financial's Eli Lilly position peaked at $271K in Q3 2024.
3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Orin Green Financial's 13F filing for Q4 2024, filed 19 Feb 2025.