SWM
LLY icon

Sanctuary Wealth Management’s Eli Lilly LLY Stock Holding History

Sanctuary Wealth Management’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 		$4.63K Hold
6
– – ﹤0.01% 197
2024
Q3 		$5.32K Hold
6
– – ﹤0.01% 198
2024
Q2 		$5.43K Sell
6
-4
-40% -$3.2K ﹤0.01% 178
2024
Q1 		$7.83K Hold
10
– – 0.01% 161
2023
Q4 		$5.86K Hold
10
– – 0.01% 170
2023
Q3 		$5.39K Buy
10
+5
+100% +$2.58K 0.01% 160
2023
Q2 		$2.35K Buy
+5
New +$2.1K ﹤0.01% 196
2022
Q4 		$1.83K Buy
+5
New +$1.77K ﹤0.01% 190

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

Sanctuary Wealth Management's LLY Position: Q4 2024 in Review

Sanctuary Wealth Management held its Eli Lilly (LLY) position steady in Q4 2024 at 6 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Sanctuary Wealth Management first reported a position in LLY in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.83K in Q1 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Sanctuary Wealth Management held 6 shares of Eli Lilly worth $4.63K as of Q4 2024.
  • Sanctuary Wealth Management left its Eli Lilly share count unchanged in Q4 2024.
  • Eli Lilly made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #197 holding.
  • Sanctuary Wealth Management first reported a position in Eli Lilly in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Eli Lilly position peaked at $7.83K in Q1 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.