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Steward Partners Investment Solutions’s Eli Lilly LLY Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.79M Buy
3,589
+865
+32% +$616K 0.47% 52
2023
Q4 		$1.59M Buy
+2,724
New +$1.59M 0.66% 39

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

Steward Partners Investment Solutions's LLY Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Eli Lilly (LLY) stake by 32% in Q1 2024, buying an estimated $616K and bringing the position to 3,589 shares worth $2.79M. The position accounts for 0.47% of the portfolio, ranked #52.

Steward Partners Investment Solutions first reported a position in LLY in Q4 2023 and has held it in 2 quarters since. 3,461 funds tracked by Wall St. Rank hold LLY as of Q1 2024.

  • Steward Partners Investment Solutions held 3,589 shares of Eli Lilly worth $2.79M as of Q1 2024.
  • Steward Partners Investment Solutions bought 865 Eli Lilly shares in Q1 2024, an estimated $616K.
  • Eli Lilly made up 0.47% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #52 holding.
  • Steward Partners Investment Solutions first reported a position in Eli Lilly in Q4 2023 and has held it in 2 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.