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Schwarz Dygos Wheeler Investment Advisors’s Eli Lilly LLY Stock Holding History

Schwarz Dygos Wheeler 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
2024
Q4 		– Sell
-237
Closed -$210K – 160
2024
Q3 		$210K Buy
237
+12
+5% +$10.8K 0.05% 149
2024
Q2 		$204K Buy
+225
New +$180K 0.05% 143

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Schwarz Dygos Wheeler Investment Advisors's LLY Position: Q4 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 237 shares — an estimated $210K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in LLY in Q2 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 3,908 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 237 Eli Lilly shares in Q4 2024, an estimated $210K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Eli Lilly in Q2 2024 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Eli Lilly position peaked at $210K in Q3 2024.
  • 3,908 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.