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Planning Directions’s Eli Lilly LLY Stock Holding History

Planning Directions’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 		– Sell
-345
Closed -$312K – 83
2024
Q2 		$312K Hold
345
– – 0.21% 60
2024
Q1 		$268K Buy
345
+1
+0.3% +$712 0.19% 63
2023
Q4 		$201K Buy
+344
New +$201K 0.14% 67

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

Planning Directions's LLY Position: Q3 2024 in Review

Planning Directions sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 345 shares — an estimated $312K sold.

Planning Directions first reported a position in LLY in Q4 2023 and held it in 3 quarters. The position peaked at $312K in Q2 2024. 3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Planning Directions reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
  • Planning Directions sold 345 Eli Lilly shares in Q3 2024, an estimated $312K.
  • Planning Directions first reported a position in Eli Lilly in Q4 2023 and held it in 3 quarters.
  • Planning Directions's Eli Lilly position peaked at $312K in Q2 2024.
  • 3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Planning Directions's 13F filing for Q3 2024, filed 7 Nov 2024.