Summit Global Investments’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Sell
4,035
-3,813
-49% -$2.97M 0.19% 84
2025
Q1
$6.48M Sell
7,848
-1,849
-19% -$1.53M 0.47% 35
2024
Q4
$7.49M Sell
9,697
-6,368
-40% -$4.92M 0.47% 48
2024
Q3
$14.2M Buy
16,065
+10,252
+176% +$9.08M 0.91% 21
2024
Q2
$5.26M Buy
5,813
+2,822
+94% +$2.55M 0.36% 60
2024
Q1
$2.33M Buy
2,991
+605
+25% +$471K 0.17% 105
2023
Q4
$1.39M Sell
2,386
-7,344
-75% -$4.28M 0.09% 181
2023
Q3
$5.23M Sell
9,730
-329
-3% -$177K 0.35% 58
2023
Q2
$4.72M Buy
+10,059
New +$4.72M 0.31% 82
2021
Q3
Sell
-8,431
Closed -$1.93M 525
2021
Q2
$1.93M Sell
8,431
-5,340
-39% -$1.22M 0.12% 138
2021
Q1
$2.57M Sell
13,771
-8,036
-37% -$1.5M 0.16% 105
2020
Q4
$3.68M Sell
21,807
-40,439
-65% -$6.83M 0.37% 62
2020
Q3
$9.21M Sell
62,246
-69,064
-53% -$10.2M 0.95% 33
2020
Q2
$21.6M Buy
131,310
+3,345
+3% +$549K 2.49% 9
2020
Q1
$17.8M Buy
127,965
+69,119
+117% +$9.59M 2.59% 6
2019
Q4
$7.73M Buy
58,846
+1,140
+2% +$150K 0.84% 44
2019
Q3
$6.45M Buy
57,706
+45,772
+384% +$5.12M 0.75% 47
2019
Q2
$1.32M Sell
11,934
-93,737
-89% -$10.4M 0.17% 105
2019
Q1
$13.7M Sell
105,671
-32,287
-23% -$4.19M 1.75% 9
2018
Q4
$16M Buy
137,958
+7,463
+6% +$864K 2.47% 3
2018
Q3
$14M Buy
130,495
+207
+0.2% +$22.2K 1.88% 8
2018
Q2
$11.1M Buy
130,288
+104,963
+414% +$8.96M 1.68% 12
2018
Q1
$1.96M Buy
25,325
+16,145
+176% +$1.25M 0.31% 66
2017
Q4
$775K Hold
9,180
0.12% 109
2017
Q3
$785K Buy
9,180
+1,340
+17% +$115K 0.12% 108
2017
Q2
$645K Sell
7,840
-14,930
-66% -$1.23M 0.19% 84
2017
Q1
$1.92M Buy
22,770
+6,470
+40% +$544K 0.62% 51
2016
Q4
$1.2M Buy
+16,300
New +$1.2M 0.44% 66