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Sterling Manor Financial’s Eli Lilly LLY Stock Holding History

Sterling Manor Financial’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
2023
Q1 		– Sell
-1,560
Closed -$571K – 68
2022
Q4 		$571K Hold
1,560
– – 0.63% 21
2022
Q3 		$504K Buy
+1,560
New +$494K 0.62% 23

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sterling Manor Financial's LLY Position: Q1 2023 in Review

Sterling Manor Financial sold out of Eli Lilly (LLY) in Q1 2023, closing a stake of 1,560 shares — an estimated $571K sold.

Sterling Manor Financial first reported a position in LLY in Q3 2022 and held it in 2 quarters. The position peaked at $571K in Q4 2022. 2,615 funds tracked by Wall St. Rank hold LLY as of Q1 2023.

  • Sterling Manor Financial reported no remaining Eli Lilly position as of Q1 2023 after selling out during the quarter.
  • Sterling Manor Financial sold 1,560 Eli Lilly shares in Q1 2023, an estimated $571K.
  • Sterling Manor Financial first reported a position in Eli Lilly in Q3 2022 and held it in 2 quarters.
  • Sterling Manor Financial's Eli Lilly position peaked at $571K in Q4 2022.
  • 2,615 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2023.

Based on Sterling Manor Financial's 13F filing for Q1 2023, filed 6 Apr 2023.