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Significant Wealth Partners’s Eli Lilly LLY Stock Holding History

Significant Wealth Partners’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
-621
Closed -$550K – 100
2024
Q3 		$550K Buy
621
+62
+11% +$55.7K 0.28% 23
2024
Q2 		$506K Buy
559
+101
+22% +$80.8K 0.28% 15
2024
Q1 		$356K Sell
458
-3,939
-90% -$2.8M 0.23% 106
2023
Q4 		$2.56M Buy
+4,397
New +$2.57M 1.87% 14

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Significant Wealth Partners's LLY Position: Q4 2024 in Review

Significant Wealth Partners sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 621 shares — an estimated $550K sold.

Significant Wealth Partners first reported a position in LLY in Q4 2023 and held it in 4 quarters. The position peaked at $2.56M in Q4 2023. 3,913 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Significant Wealth Partners reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 621 Eli Lilly shares in Q4 2024, an estimated $550K.
  • Significant Wealth Partners first reported a position in Eli Lilly in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Eli Lilly position peaked at $2.56M in Q4 2023.
  • 3,913 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.