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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
2022
Q2 		– Sell
-200
Closed -$57K – 808
2022
Q1 		$57K Hold
200
– – 0.01% 265
2021
Q4 		$55K Hold
200
– – 0.01% 278
2021
Q3 		$46K Hold
200
– – 0.01% 281
2021
Q2 		$46K Buy
+200
New +$40.2K 0.01% 282

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
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.