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RIA Advisory Group’s Eli Lilly LLY Stock Holding History

RIA Advisory Group’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
Q4 		– Sell
-319
Closed -$282K – 144
2024
Q3 		$282K Buy
+319
New +$287K 0.1% 101
2024
Q1 		$315K Buy
+405
New +$288K 0.13% 95
2023
Q4 		– Sell
-842
Closed -$452K – 154
2023
Q3 		$452K Buy
+842
New +$434K 0.2% 66

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

RIA Advisory Group's LLY Position: Q4 2024 in Review

RIA Advisory Group sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 319 shares — an estimated $282K sold.

RIA Advisory Group first reported a position in LLY in Q3 2023 and held it in 3 quarters. The position peaked at $452K in Q3 2023. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • RIA Advisory Group reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • RIA Advisory Group sold 319 Eli Lilly shares in Q4 2024, an estimated $282K.
  • RIA Advisory Group first reported a position in Eli Lilly in Q3 2023 and held it in 3 quarters.
  • RIA Advisory Group's Eli Lilly position peaked at $452K in Q3 2023.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on RIA Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.