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Seven Springs Wealth Group’s Eli Lilly LLY Stock Holding History

Seven Springs Wealth Group’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
-783
Closed -$694K – 80
2024
Q3 		$694K Buy
+783
New +$704K 0.25% 40
2021
Q2 		– Sell
-150
Closed -$28K – 117
2021
Q1 		$28K Hold
150
– – 0.01% 96
2020
Q4 		$25K Hold
150
– – 0.01% 93
2020
Q3 		$22K Hold
150
– – 0.01% 92
2020
Q2 		$25K Hold
150
– – 0.02% 87
2020
Q1 		$21K Hold
150
– – 0.01% 92
2019
Q4 		$20K Buy
+150
New +$17.4K 0.01% 130

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 $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

Seven Springs Wealth Group's LLY Position: Q4 2024 in Review

Seven Springs Wealth Group sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 783 shares — an estimated $694K sold.

Seven Springs Wealth Group first reported a position in LLY in Q4 2019 and held it in 7 quarters. The position peaked at $694K in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Seven Springs Wealth Group reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Seven Springs Wealth Group sold 783 Eli Lilly shares in Q4 2024, an estimated $694K.
  • Seven Springs Wealth Group first reported a position in Eli Lilly in Q4 2019 and held it in 7 quarters.
  • Seven Springs Wealth Group's Eli Lilly position peaked at $694K in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Seven Springs Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.