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Peninsula Wealth’s Eli Lilly LLY Stock Holding History

Peninsula Wealth’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 		$506K Buy
656
+50
+8% +$41.4K 0.09% 70
2024
Q3 		$556K Buy
606
+21
+4% +$18.9K 0.1% 69
2024
Q2 		$554K Buy
585
+11
+2% +$8.8K 0.1% 63
2024
Q1 		$447K Buy
574
+4
+0.7% +$2.85K 0.09% 67
2023
Q4 		$332K Buy
570
+86
+18% +$50.2K 0.07% 69
2023
Q3 		$279K Buy
+484
New +$249K 0.07% 70

Other funds holding LLY

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 $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Peninsula Wealth's LLY Position: Q4 2024 in Review

Peninsula Wealth increased its Eli Lilly (LLY) stake by 8.3% in Q4 2024, buying an estimated $41.4K and bringing the position to 656 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #70.

Peninsula Wealth first reported a position in LLY in Q3 2023 and has held it in 6 quarters since. The position peaked at $556K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Peninsula Wealth held 656 shares of Eli Lilly worth $506K as of Q4 2024.
  • Peninsula Wealth bought 50 Eli Lilly shares in Q4 2024, an estimated $41.4K.
  • Eli Lilly made up 0.09% of Peninsula Wealth's portfolio in Q4 2024, its #70 holding.
  • Peninsula Wealth first reported a position in Eli Lilly in Q3 2023 and has held it in 6 quarters since.
  • Peninsula Wealth's Eli Lilly position peaked at $556K in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.