Sugarloaf Wealth Management’s Eli Lilly LLY Stock Holding History

Sugarloaf Wealth 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 Q4	$170K	Hold	220	–	–	0.03%	187
2024 Q3	$195K	Hold	220	–	–	0.04%	171
2024 Q2	$199K	Hold	220	–	–	0.04%	147
2024 Q1	$171K	Sell	220 -208	-49%	-$148K	0.04%	174
2023 Q4	$249K	Buy	428 +29	+7%	+$16.9K	0.06%	117
2023 Q3	$214K	Buy	399 +43	+12%	+$22.2K	0.05%	120
2023 Q2	$167K	Buy	356 +136	+62%	+$57K	0.04%	159
2023 Q1	$75.6K	Hold	220	–	–	0.02%	233
2022 Q4	$80.5K	Sell	220 -292	-57%	-$104K	0.02%	222
2022 Q3	$166K	Buy	512 +312	+156%	+$98.9K	0.04%	142
2022 Q2	$65K	Buy	+200	New	+$60K	0.02%	248
2021 Q2	–	Sell	-200	Closed	-$40.2K	–	776
2021 Q1	$37	Hold	200	–	–	0.01%	314
2020 Q4	$34K	Hold	200	–	–	0.01%	298
2020 Q3	$30K	Hold	200	–	–	0.01%	305
2020 Q2	$33K	Hold	200	–	–	0.01%	284
2020 Q1	$28K	Hold	200	–	–	0.01%	285
2019 Q4	$26K	Buy	+200	New	+$23.2K	0.01%	336

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Sugarloaf Wealth Management's LLY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Eli Lilly (LLY) position steady in Q4 2024 at 220 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #187.

Sugarloaf Wealth Management first reported a position in LLY in Q4 2019 and has held it in 17 quarters since. The position peaked at $249K in Q4 2023. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

Sugarloaf Wealth Management held 220 shares of Eli Lilly worth $170K as of Q4 2024.
Sugarloaf Wealth Management left its Eli Lilly share count unchanged in Q4 2024.
Eli Lilly made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #187 holding.
Sugarloaf Wealth Management first reported a position in Eli Lilly in Q4 2019 and has held it in 17 quarters since.
Sugarloaf Wealth Management's Eli Lilly position peaked at $249K in Q4 2023.
3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.