Source Financial Advisors’s Eli Lilly LLY Stock Holding History

Source Financial 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 Q3	$648K	Buy	731 +12	+2%	+$10.8K	0.19%	59
2024 Q2	$651K	Sell	719 -29	-4%	-$23.2K	0.2%	56
2024 Q1	$582K	Buy	748 +43	+6%	+$30.6K	0.18%	65
2023 Q4	$411K	Sell	705 -4	-0.6%	-$2.33K	0.13%	87
2023 Q3	$381K	Buy	709 +3	+0.4%	+$1.55K	0.13%	87
2023 Q2	$331K	Buy	+706	New	+$296K	0.11%	103
2023 Q1	–	Sell	-751	Closed	-$275K	–	127
2022 Q4	$275K	Buy	751 +43	+6%	+$15.2K	0.1%	108
2022 Q3	$229K	Buy	708 +54	+8%	+$17.1K	0.09%	103
2022 Q2	$212K	Buy	+654	New	+$196K	0.08%	107

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Source Financial Advisors's LLY Position: Q3 2024 in Review

Source Financial Advisors increased its Eli Lilly (LLY) stake by 1.7% in Q3 2024, buying an estimated $10.8K and bringing the position to 731 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #59.

Source Financial Advisors first reported a position in LLY in Q2 2022 and has held it in 9 quarters since. The position peaked at $651K in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

Source Financial Advisors held 731 shares of Eli Lilly worth $648K as of Q3 2024.
Source Financial Advisors bought 12 Eli Lilly shares in Q3 2024, an estimated $10.8K.
Eli Lilly made up 0.19% of Source Financial Advisors's portfolio in Q3 2024, its #59 holding.
Source Financial Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 9 quarters since.
Source Financial Advisors's Eli Lilly position peaked at $651K in Q2 2024.
3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.