RRC
LLY icon

Relaxing Retirement Coach’s Eli Lilly LLY Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$584K Buy
1,245
+157
+14% +$65.8K 0.18% 44
2023
Q1 		$374K Hold
1,088
– – 0.12% 49
2022
Q4 		$398K Buy
+1,088
New +$386K 0.15% 49

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 $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Relaxing Retirement Coach's LLY Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Eli Lilly (LLY) stake by 14% in Q2 2023, buying an estimated $65.8K and bringing the position to 1,245 shares worth $584K. The position accounts for 0.18% of the portfolio, ranked #44.

Relaxing Retirement Coach first reported a position in LLY in Q4 2022 and has held it in 3 quarters since. 2,815 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

  • Relaxing Retirement Coach held 1,245 shares of Eli Lilly worth $584K as of Q2 2023.
  • Relaxing Retirement Coach bought 157 Eli Lilly shares in Q2 2023, an estimated $65.8K.
  • Eli Lilly made up 0.18% of Relaxing Retirement Coach's portfolio in Q2 2023, its #44 holding.
  • Relaxing Retirement Coach first reported a position in Eli Lilly in Q4 2022 and has held it in 3 quarters since.
  • 2,815 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.