SignalPoint Asset Management’s Eli Lilly LLY Stock Holding History

SignalPoint Asset 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	$1.14M	Sell	1,482 -18	-1%	-$14.9K	0.28%	64
2024 Q3	$1.32M	Buy	1,500 +4	+0.3%	+$3.6K	0.31%	63
2024 Q2	$1.35M	Buy	1,496 +7	+0.5%	+$5.6K	0.36%	60
2024 Q1	$1.16M	Sell	1,489 -2	-0.1%	-$1.42K	0.32%	68
2023 Q4	$869K	Hold	1,491	–	–	0.26%	82
2023 Q3	$801K	Hold	1,491	–	–	0.26%	80
2023 Q2	$699K	Buy	1,491 +1	+0.1%	+$419	0.21%	95
2023 Q1	$512K	Buy	1,490 +15	+1%	+$5.06K	0.16%	121
2022 Q4	$540K	Buy	1,475 +1	+0.1%	+$355	0.19%	113
2022 Q3	$476K	Buy	1,474 +12	+0.8%	+$3.8K	0.18%	111
2022 Q2	$474K	Buy	1,462 +358	+32%	+$107K	0.17%	120
2022 Q1	$316K	Hold	1,104	–	–	0.1%	177
2021 Q4	$304K	Buy	1,104 +1	+0.1%	+$254	0.09%	176
2021 Q3	$255K	Sell	1,103 -100	-8%	-$24.7K	0.08%	189
2021 Q2	$276K	Sell	1,203 -6	-0.5%	-$1.21K	0.09%	182
2021 Q1	$226K	Buy	+1,209	New	+$236K	0.08%	202

Other funds holding LLY

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 $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SignalPoint Asset Management's LLY Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Eli Lilly (LLY) stake by 1.2% in Q4 2024, selling an estimated $14.9K and leaving 1,482 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #64.

SignalPoint Asset Management first reported a position in LLY in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.35M in Q2 2024. 3,913 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

SignalPoint Asset Management held 1,482 shares of Eli Lilly worth $1.14M as of Q4 2024.
SignalPoint Asset Management sold 18 Eli Lilly shares in Q4 2024, an estimated $14.9K.
Eli Lilly made up 0.28% of SignalPoint Asset Management's portfolio in Q4 2024, its #64 holding.
SignalPoint Asset Management first reported a position in Eli Lilly in Q1 2021 and has held it in 16 quarters since.
SignalPoint Asset Management's Eli Lilly position peaked at $1.35M in Q2 2024.
3,913 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.