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Sutton Wealth Advisors’s Eli Lilly LLY Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$1.59M Buy
2,952
+15
+0.5% +$7.73K 0.78% 26
2023
Q2 		$1.38M Buy
2,937
+184
+7% +$77.2K 0.67% 28
2023
Q1 		$945K Sell
2,753
-640
-19% -$216K 0.51% 35
2022
Q4 		$1.24M Buy
3,393
+185
+6% +$65.6K 0.47% 39
2022
Q3 		$1.04M Buy
3,208
+167
+5% +$52.9K 0.42% 43
2022
Q2 		$986K Buy
3,041
+14
+0.5% +$4.2K 0.39% 48
2022
Q1 		$867K Buy
3,027
+175
+6% +$45K 0.3% 58
2021
Q4 		$788K Buy
2,852
+43
+2% +$10.9K 0.26% 66
2021
Q3 		$649K Buy
2,809
+113
+4% +$27.9K 0.24% 73
2021
Q2 		$619K Buy
2,696
+23
+0.9% +$4.62K 0.23% 79
2021
Q1 		$499K Hold
2,673
– – 0.2% 85
2020
Q4 		$451K Buy
2,673
+64
+2% +$9.56K 0.19% 90
2020
Q3 		$386K Buy
2,609
+265
+11% +$41K 0.19% 93
2020
Q2 		$385K Buy
2,344
+570
+32% +$87.5K 0.2% 85
2020
Q1 		$246K Buy
1,774
+133
+8% +$18.3K 0.15% 109
2019
Q4 		$216K Sell
1,641
-12
-0.7% -$1.39K 0.11% 143
2019
Q3 		$185K Buy
1,653
+11
+0.7% +$1.23K 0.1% 155
2019
Q2 		$182K Sell
1,642
-90
-5% -$10.6K 0.1% 152
2019
Q1 		$225K Sell
1,732
-284
-14% -$34.5K 0.13% 125
2018
Q4 		$233K Buy
2,016
+45
+2% +$5.03K 0.15% 112
2018
Q3 		$212K Hold
1,971
– – 0.14% 122
2018
Q2 		$168K Sell
1,971
-12
-0.6% -$986 0.12% 140
2018
Q1 		$153K Sell
1,983
-364
-16% -$29.3K 0.11% 150
2017
Q4 		$198K Hold
2,347
– – 0.15% 126
2017
Q3 		$201K Hold
2,347
– – 0.15% 118
2017
Q2 		$193K Buy
2,347
+370
+19% +$30.2K 0.15% 118
2017
Q1 		$166K Sell
1,977
-2
-0.1% -$160 0.14% 126
2016
Q4 		$146K Hold
1,979
– – 0.13% 138
2016
Q3 		$159K Sell
1,979
-2
-0.1% -$160 0.15% 120
2016
Q2 		$156K Sell
1,981
-244
-11% -$18.4K 0.15% 117
2016
Q1 		$160K Buy
+2,225
New +$168K 0.15% 118

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sutton Wealth Advisors's LLY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Eli Lilly (LLY) stake by 0.51% in Q3 2023, buying an estimated $7.73K and bringing the position to 2,952 shares worth $1.59M. The position accounts for 0.78% of the portfolio, ranked #26.

Sutton Wealth Advisors first reported a position in LLY in Q1 2016 and has held it in 31 quarters since. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • Sutton Wealth Advisors held 2,952 shares of Eli Lilly worth $1.59M as of Q3 2023.
  • Sutton Wealth Advisors bought 15 Eli Lilly shares in Q3 2023, an estimated $7.73K.
  • Eli Lilly made up 0.78% of Sutton Wealth Advisors's portfolio in Q3 2023, its #26 holding.
  • Sutton Wealth Advisors first reported a position in Eli Lilly in Q1 2016 and has held it in 31 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.