Stevard LLC’s Eli Lilly LLY Stock Holding History

Stevard LLC’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 Q4	$879K	Hold	1,139	–	–	3.28%	9
2024 Q3	$1.01M	Sell	1,139 -858	-43%	-$771K	4.11%	8
2024 Q2	$1.81M	Buy	1,997 +313	+19%	+$250K	1.56%	15
2024 Q1	$1.31M	Buy	1,684 +347	+26%	+$247K	1.18%	17
2023 Q4	$779K	Buy	1,337 +355	+36%	+$207K	0.77%	21
2023 Q3	$527K	Hold	982	–	–	0.53%	26
2023 Q2	$461K	Buy	982 +22	+2%	+$9.23K	0.44%	28
2023 Q1	$330K	Hold	960	–	–	0.31%	37
2022 Q4	$351K	Hold	960	–	–	0.3%	38
2022 Q3	$310K	Buy	+960	New	+$304K	0.29%	41
2022 Q1	$275K	Hold	960	–	–	0.21%	47
2021 Q4	$265K	Buy	+960	New	+$243K	0.19%	46
2021 Q1	–	Sell	-1,930	Closed	-$326K	–	56
2020 Q4	$326K	Hold	1,930	–	–	0.11%	58
2020 Q3	$286K	Hold	1,930	–	–	0.12%	115
2020 Q2	$317K	Hold	1,930	–	–	0.16%	89
2020 Q1	$268K	Hold	1,930	–	–	0.17%	48
2019 Q4	$254K	Buy	+1,930	New	+$224K	0.16%	62

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stevard LLC's LLY Position: Q4 2024 in Review

Stevard LLC held its Eli Lilly (LLY) position steady in Q4 2024 at 1,139 shares worth $879K. The position accounts for 3.28% of the portfolio, ranked #9.

Stevard LLC first reported a position in LLY in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Stevard LLC held 1,139 shares of Eli Lilly worth $879K as of Q4 2024.
Stevard LLC left its Eli Lilly share count unchanged in Q4 2024.
Eli Lilly made up 3.28% of Stevard LLC's portfolio in Q4 2024, its #9 holding.
Stevard LLC first reported a position in Eli Lilly in Q4 2019 and has held it in 17 quarters since.
Stevard LLC's Eli Lilly position peaked at $1.81M in Q2 2024.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Stevard LLC's 13F filing for Q4 2024, filed 13 Feb 2025.