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SpiderRock Advisors’s Eli Lilly LLY Stock Holding History

SpiderRock 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 		$73.9M Buy
83,368
+6,331
+8% +$5.69M 1.18% 15
2024
Q2 		$69.7M Buy
77,037
+7,594
+11% +$6.07M 1.4% 11
2024
Q1 		$53M Buy
+69,443
New +$49.4M 1.32% 11
2017
Q2 		– Hold
0
– – – 178

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SpiderRock Advisors's LLY Position: Q3 2024 in Review

SpiderRock Advisors increased its Eli Lilly (LLY) stake by 8.2% in Q3 2024, buying an estimated $5.69M and bringing the position to 83,368 shares worth $73.9M. The position accounts for 1.18% of the portfolio, ranked #15.

SpiderRock Advisors first reported a position in LLY in Q1 2024 and has held it in 3 quarters since. 3,658 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • SpiderRock Advisors held 83,368 shares of Eli Lilly worth $73.9M as of Q3 2024.
  • SpiderRock Advisors bought 6,331 Eli Lilly shares in Q3 2024, an estimated $5.69M.
  • Eli Lilly made up 1.18% of SpiderRock Advisors's portfolio in Q3 2024, its #15 holding.
  • SpiderRock Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 3 quarters since.
  • 3,658 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

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