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Platte River Wealth Advisors’s Eli Lilly LLY Stock Holding History

Platte River Wealth Advisors’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 		$7.33M Hold
8,272
– – 1.97% 15
2024
Q2 		$7.49M Sell
8,272
-198
-2% -$158K 2.1% 13
2024
Q1 		$6.59M Sell
8,470
-245
-3% -$174K 1.88% 18
2023
Q4 		$5.08M Sell
8,715
-113
-1% -$66K 1.68% 17
2023
Q3 		$4.74M Sell
8,828
-52
-0.6% -$26.8K 1.73% 19
2023
Q2 		$4.16M Sell
8,880
-375
-4% -$157K 1.46% 20
2023
Q1 		$3.18M Sell
9,255
-150
-2% -$50.6K 1.22% 24
2022
Q4 		$3.44M Hold
9,405
– – 1.45% 18
2022
Q3 		$3.04M Buy
9,405
+40
+0.4% +$12.7K 1.36% 21
2022
Q2 		$3.04M Buy
9,365
+305
+3% +$91.6K 1.31% 21
2022
Q1 		$2.6M Sell
9,060
-450
-5% -$116K 0.95% 25
2021
Q4 		$2.5M Buy
9,510
+450
+5% +$114K 0.85% 28
2021
Q3 		$2.09M Buy
9,060
+200
+2% +$49.4K 0.77% 30
2021
Q2 		$2.03M Buy
8,860
+205
+2% +$41.2K 0.77% 30
2021
Q1 		$1.58M Buy
8,655
+815
+10% +$159K 0.65% 30
2020
Q4 		$1.59M Sell
7,840
-645
-8% -$96.3K 0.68% 32
2020
Q3 		$1.26M Buy
8,485
+1,105
+15% +$171K 0.65% 35
2020
Q2 		$1.23M Buy
+7,380
New +$1.13M 0.68% 36
2019
Q4 		$1.06M Buy
+7,625
New +$884K 0.56% 50

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

Platte River Wealth Advisors's LLY Position: Q3 2024 in Review

Platte River Wealth Advisors held its Eli Lilly (LLY) position steady in Q3 2024 at 8,272 shares worth $7.33M. The position accounts for 1.97% of the portfolio, ranked #15.

Platte River Wealth Advisors first reported a position in LLY in Q4 2019 and has held it in 19 quarters since. The position peaked at $7.49M in Q2 2024. 3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Platte River Wealth Advisors held 8,272 shares of Eli Lilly worth $7.33M as of Q3 2024.
  • Platte River Wealth Advisors left its Eli Lilly share count unchanged in Q3 2024.
  • Eli Lilly made up 1.97% of Platte River Wealth Advisors's portfolio in Q3 2024, its #15 holding.
  • Platte River Wealth Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Eli Lilly position peaked at $7.49M in Q2 2024.
  • 3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.