Priebe Wealth Holdings’s Eli Lilly LLY Stock Holding History

Priebe Wealth Holdings’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 Q1	–	Sell	-375	Closed	-$218K	–	66
2023 Q4	$218K	Buy	+375	New	+$219K	0.18%	56

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Priebe Wealth Holdings's LLY Position: Q1 2024 in Review

Priebe Wealth Holdings sold out of Eli Lilly (LLY) in Q1 2024, closing a stake of 375 shares — an estimated $218K sold.

Priebe Wealth Holdings first reported a position in LLY in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

Priebe Wealth Holdings reported no remaining Eli Lilly position as of Q1 2024 after selling out during the quarter.
Priebe Wealth Holdings sold 375 Eli Lilly shares in Q1 2024, an estimated $218K.
Priebe Wealth Holdings first reported a position in Eli Lilly in Q4 2023 and held it in 1 quarter.
Priebe Wealth Holdings's Eli Lilly position peaked at $218K in Q4 2023.
3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Priebe Wealth Holdings's 13F filing for Q1 2024, filed 12 Apr 2024.