Sanford Advisory Services’s Eli Lilly LLY Stock Holding History

Sanford Advisory 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	$364K	Hold	995	–	–	0.09%	101
2022 Q3	$322K	Hold	995	–	–	0.09%	86
2022 Q2	$323K	Hold	995	–	–	0.09%	86
2022 Q1	$285K	Hold	995	–	–	0.08%	89
2021 Q4	$275K	Hold	995	–	–	0.06%	93
2021 Q3	$230K	Hold	995	–	–	0.06%	98
2021 Q2	$228K	Buy	+995	New	+$200K	0.06%	94

Other funds holding LLY

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanford Advisory Services's LLY Position: Q4 2022 in Review

Sanford Advisory Services held its Eli Lilly (LLY) position steady in Q4 2022 at 995 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #101.

Sanford Advisory Services first reported a position in LLY in Q2 2021 and has held it in 7 quarters since. 2,671 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

Sanford Advisory Services held 995 shares of Eli Lilly worth $364K as of Q4 2022.
Sanford Advisory Services left its Eli Lilly share count unchanged in Q4 2022.
Eli Lilly made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #101 holding.
Sanford Advisory Services first reported a position in Eli Lilly in Q2 2021 and has held it in 7 quarters since.
2,671 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.