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Slocum, Gordon & Co’s Eli Lilly LLY Stock Holding History

Slocum, Gordon & Co’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 		– Sell
-10
Closed -$7.72K – 140
2024
Q4 		$7.72K Hold
10
– – 0.01% 114
2024
Q3 		$8.86K Hold
10
– – ﹤0.01% 110
2024
Q2 		$9.05K Buy
+10
New +$8K 0.01% 119

Other funds holding LLY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Slocum, Gordon & Co's LLY Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 10 shares — an estimated $7.72K sold.

Slocum, Gordon & Co first reported a position in LLY in Q2 2024 and held it in 3 quarters. The position peaked at $9.05K in Q2 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

  • Slocum, Gordon & Co reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 10 Eli Lilly shares in Q1 2025, an estimated $7.72K.
  • Slocum, Gordon & Co first reported a position in Eli Lilly in Q2 2024 and held it in 3 quarters.
  • Slocum, Gordon & Co's Eli Lilly position peaked at $9.05K in Q2 2024.
  • 3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.