Proquility Private Wealth Partners’s Eli Lilly LLY Stock Holding History

Proquility Private Wealth Partners’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
2025 Q1	$2.66M	Buy	3,216 +2,789	+653%	+$2.32M	0.82%	44
2024 Q4	$330K	Sell	427 -1,238	-74%	-$1.03M	0.11%	86
2024 Q3	$1.48M	Buy	+1,665	New	+$1.5M	0.47%	60
2023 Q2	–	Sell	-2,660	Closed	-$913K	–	89
2023 Q1	$913K	Sell	2,660 -817	-23%	-$276K	0.36%	68
2022 Q4	$1.27M	Buy	3,477 +27	+0.8%	+$9.57K	0.52%	54
2022 Q3	$1.12M	Sell	3,450 -168	-5%	-$53.2K	0.51%	58
2022 Q2	$1.17M	Sell	3,618 -24	-0.7%	-$7.2K	0.5%	60
2022 Q1	$1.06M	Sell	3,642 -207	-5%	-$53.3K	0.44%	62
2021 Q4	$922K	Sell	3,849 -593	-13%	-$150K	0.32%	73
2021 Q3	$1.03M	Buy	4,442 +85	+2%	+$21K	0.39%	64
2021 Q2	$1M	Buy	4,357 +81	+2%	+$16.3K	0.38%	65
2021 Q1	$799K	Sell	4,276 -2,402	-36%	-$470K	0.32%	73
2020 Q4	$1.13M	Buy	+6,678	New	+$997K	0.52%	51

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Proquility Private Wealth Partners's LLY Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Eli Lilly (LLY) stake by 653% in Q1 2025, buying an estimated $2.32M and bringing the position to 3,216 shares worth $2.66M. The position accounts for 0.82% of the portfolio, ranked #44.

Proquility Private Wealth Partners first reported a position in LLY in Q4 2020 and has held it in 13 quarters since. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Proquility Private Wealth Partners held 3,216 shares of Eli Lilly worth $2.66M as of Q1 2025.
Proquility Private Wealth Partners bought 2,789 Eli Lilly shares in Q1 2025, an estimated $2.32M.
Eli Lilly made up 0.82% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #44 holding.
Proquility Private Wealth Partners first reported a position in Eli Lilly in Q4 2020 and has held it in 13 quarters since.
3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.