Schechter Investment Advisors’s Eli Lilly LLY Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$6.14M	Sell	7,433 -290	-4%	-$241K	0.51%	41
2024 Q4	$5.96M	Buy	7,723 +630	+9%	+$522K	0.46%	47
2024 Q3	$6.28M	Buy	7,093 +13	+0.2%	+$11.7K	0.46%	42
2024 Q2	$6.41M	Buy	7,080 +14	+0.2%	+$11.2K	0.48%	41
2024 Q1	$5.5M	Buy	7,066 +64	+0.9%	+$45.5K	0.41%	44
2023 Q4	$4.08M	Buy	7,002 +5	+0.1%	+$2.92K	0.35%	55
2023 Q3	$3.76M	Buy	6,997 +574	+9%	+$296K	0.36%	49
2023 Q2	$3.01M	Buy	6,423 +398	+7%	+$167K	0.27%	65
2023 Q1	$2.07M	Buy	6,025 +667	+12%	+$225K	0.19%	102
2022 Q4	$1.96M	Sell	5,358 -1,826	-25%	-$647K	0.18%	120
2022 Q3	$2.32M	Buy	7,184 +2,299	+47%	+$728K	0.23%	73
2022 Q2	$1.58M	Buy	4,885 +521	+12%	+$156K	0.15%	139
2022 Q1	$1.25M	Buy	4,364 +846	+24%	+$218K	0.12%	223
2021 Q4	$971K	Buy	+3,518	New	+$892K	0.09%	314

Other funds holding LLY

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

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schechter Investment Advisors's LLY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Eli Lilly (LLY) stake by 3.8% in Q1 2025, selling an estimated $241K and leaving 7,433 shares worth $6.14M. The position accounts for 0.51% of the portfolio, ranked #41.

Schechter Investment Advisors first reported a position in LLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.41M in Q2 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Schechter Investment Advisors held 7,433 shares of Eli Lilly worth $6.14M as of Q1 2025.
Schechter Investment Advisors sold 290 Eli Lilly shares in Q1 2025, an estimated $241K.
Eli Lilly made up 0.51% of Schechter Investment Advisors's portfolio in Q1 2025, its #41 holding.
Schechter Investment Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Eli Lilly position peaked at $6.41M in Q2 2024.
3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.