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S.C. Financial Services’s Eli Lilly LLY Stock Holding History

S.C. Financial Services’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
2022
Q4 		$1.13M Buy
3,078
+368
+14% +$130K 1.73% 12
2022
Q3 		$876K Hold
2,710
– – 1.39% 16
2022
Q2 		$879K Hold
2,710
– – 1.35% 18
2022
Q1 		$776K Buy
2,710
+10
+0.4% +$2.57K 1% 25
2021
Q4 		$674K Buy
+2,700
New +$684K 0.77% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

S.C. Financial Services's LLY Position: Q4 2022 in Review

S.C. Financial Services increased its Eli Lilly (LLY) stake by 14% in Q4 2022, buying an estimated $130K and bringing the position to 3,078 shares worth $1.13M. The position accounts for 1.73% of the portfolio, ranked #12.

S.C. Financial Services first reported a position in LLY in Q4 2021 and has held it in 5 quarters since. 2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

  • S.C. Financial Services held 3,078 shares of Eli Lilly worth $1.13M as of Q4 2022.
  • S.C. Financial Services bought 368 Eli Lilly shares in Q4 2022, an estimated $130K.
  • Eli Lilly made up 1.73% of S.C. Financial Services's portfolio in Q4 2022, its #12 holding.
  • S.C. Financial Services first reported a position in Eli Lilly in Q4 2021 and has held it in 5 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.