Surevest’s Eli Lilly LLY Stock Holding History

Surevest’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 Q3	$126K	Buy	390 +2	+0.5%	+$634	0.03%	151
2022 Q2	$126K	Hold	388	–	–	0.03%	157
2022 Q1	$111K	Hold	388	–	–	0.03%	155
2021 Q4	$107K	Buy	+388	New	+$98.4K	0.03%	145

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's LLY Position: Q3 2022 in Review

Surevest increased its Eli Lilly (LLY) stake by 0.52% in Q3 2022, buying an estimated $634 and bringing the position to 390 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #151.

Surevest first reported a position in LLY in Q4 2021 and has held it in 4 quarters since. 2,484 funds tracked by Wall St. Rank hold LLY as of Q3 2022.

Surevest held 390 shares of Eli Lilly worth $126K as of Q3 2022.
Surevest bought 2 Eli Lilly shares in Q3 2022, an estimated $634.
Eli Lilly made up 0.03% of Surevest's portfolio in Q3 2022, its #151 holding.
Surevest first reported a position in Eli Lilly in Q4 2021 and has held it in 4 quarters since.
2,484 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.