Standard Family Office’s Eli Lilly LLY Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-609	Closed	-$197K	–	245
2022 Q3	$197K	Buy	+609	New	+$193K	0.09%	37
2021 Q4	–	Sell	-652	Closed	-$151K	–	231
2021 Q3	$151K	Sell	652 -4,136	-86%	-$1.02M	0.04%	13
2021 Q2	$1.1M	Buy	4,788 +652	+16%	+$131K	0.23%	39
2021 Q1	$773K	Sell	4,136 -652	-14%	-$128K	0.18%	45
2020 Q4	$808K	Buy	+4,788	New	+$715K	0.19%	39

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Standard Family Office's LLY Position: Q4 2022 in Review

Standard Family Office sold out of Eli Lilly (LLY) in Q4 2022, closing a stake of 609 shares — an estimated $197K sold.

Standard Family Office first reported a position in LLY in Q4 2020 and held it in 5 quarters. The position peaked at $1.1M in Q2 2021. 2,672 funds tracked by Wall St. Rank hold LLY as of Q4 2022.

Standard Family Office reported no remaining Eli Lilly position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 609 Eli Lilly shares in Q4 2022, an estimated $197K.
Standard Family Office first reported a position in Eli Lilly in Q4 2020 and held it in 5 quarters.
Standard Family Office's Eli Lilly position peaked at $1.1M in Q2 2021.
2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.