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Peterson Financial Group’s Eli Lilly LLY Stock Holding History

Peterson Financial 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
2024
Q3 		$26.7K Buy
+30
New +$27K 0.1% 132

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Peterson Financial Group's LLY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Eli Lilly (LLY) in Q3 2024: 30 shares worth $26.7K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings.

3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Peterson Financial Group held 30 shares of Eli Lilly worth $26.7K as of Q3 2024.
  • Eli Lilly was a new Peterson Financial Group position in Q3 2024.
  • Eli Lilly made up 0.1% of Peterson Financial Group's portfolio in Q3 2024, its #132 holding.
  • 3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.