Oxinas Partners Wealth Management’s Eli Lilly LLY Stock Holding History

Oxinas Partners 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
2024 Q4	–	Sell	-488	Closed	-$433K	–	120
2024 Q3	$433K	Sell	488 -46	-9%	-$41.4K	0.27%	76
2024 Q2	$484K	Buy	534 +23	+5%	+$18.4K	0.32%	71
2024 Q1	$398K	Hold	511	–	–	0.26%	78
2023 Q4	$298K	Buy	511 +6	+1%	+$3.5K	0.21%	83
2023 Q3	$271K	Buy	505 +5	+1%	+$2.58K	0.2%	81
2023 Q2	$234K	Buy	+500	New	+$210K	0.15%	108

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

Oxinas Partners Wealth Management's LLY Position: Q4 2024 in Review

Oxinas Partners Wealth Management sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 488 shares — an estimated $433K sold.

Oxinas Partners Wealth Management first reported a position in LLY in Q2 2023 and held it in 6 quarters. The position peaked at $484K in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Oxinas Partners Wealth Management reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 488 Eli Lilly shares in Q4 2024, an estimated $433K.
Oxinas Partners Wealth Management first reported a position in Eli Lilly in Q2 2023 and held it in 6 quarters.
Oxinas Partners Wealth Management's Eli Lilly position peaked at $484K in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.