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Studio Investment Management’s Eli Lilly LLY Stock Holding History

Studio Investment Management’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 		– Sell
-32
Closed -$29K – 308
2024
Q2 		$29K Hold
32
– – 0.01% 195
2024
Q1 		$24.9K Sell
32
-23
-42% -$16.4K 0.01% 206
2023
Q4 		$32.1K Hold
55
– – 0.01% 183
2023
Q3 		$29.5K Sell
55
-35
-39% -$18K 0.01% 180
2023
Q2 		$42.2K Hold
90
– – 0.01% 173
2023
Q1 		$30.9K Buy
+90
New +$30.4K 0.01% 164

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

Studio Investment Management's LLY Position: Q3 2024 in Review

Studio Investment Management sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 32 shares — an estimated $29K sold.

Studio Investment Management first reported a position in LLY in Q1 2023 and held it in 6 quarters. The position peaked at $42.2K in Q2 2023. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Studio Investment Management reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
  • Studio Investment Management sold 32 Eli Lilly shares in Q3 2024, an estimated $29K.
  • Studio Investment Management first reported a position in Eli Lilly in Q1 2023 and held it in 6 quarters.
  • Studio Investment Management's Eli Lilly position peaked at $42.2K in Q2 2023.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Studio Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.