Sweet Financial Partners’s Eli Lilly LLY Stock Holding History

Sweet Financial Partners’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 Q3	$4.36M	Sell	4,919 -112	-2%	-$101K	0.94%	17
2024 Q2	$4.56M	Buy	5,031 +182	+4%	+$146K	1.04%	16
2024 Q1	$3.77M	Buy	4,849 +48	+1%	+$34.2K	0.87%	16
2023 Q4	$2.8M	Buy	4,801 +89	+2%	+$51.9K	0.67%	27
2023 Q3	$2.53M	Sell	4,712 -126	-3%	-$64.9K	0.67%	22
2023 Q2	$2.27M	Buy	4,838 +633	+15%	+$265K	0.59%	31
2023 Q1	$1.44M	Buy	4,205 +1,060	+34%	+$357K	0.4%	45
2022 Q4	$1.15M	Buy	3,145 +115	+4%	+$40.8K	0.34%	47
2022 Q3	$980K	Buy	3,030 +118	+4%	+$37.4K	0.31%	45
2022 Q2	$944K	Buy	2,912 +211	+8%	+$63.3K	0.3%	48
2022 Q1	$773K	Buy	2,701 +1,827	+209%	+$470K	0.21%	63
2021 Q4	$241K	Buy	+874	New	+$222K	0.1%	131

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sweet Financial Partners's LLY Position: Q3 2024 in Review

Sweet Financial Partners reduced its Eli Lilly (LLY) stake by 2.2% in Q3 2024, selling an estimated $101K and leaving 4,919 shares worth $4.36M. The position accounts for 0.94% of the portfolio, ranked #17.

Sweet Financial Partners first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.56M in Q2 2024. 3,663 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

Sweet Financial Partners held 4,919 shares of Eli Lilly worth $4.36M as of Q3 2024.
Sweet Financial Partners sold 112 Eli Lilly shares in Q3 2024, an estimated $101K.
Eli Lilly made up 0.94% of Sweet Financial Partners's portfolio in Q3 2024, its #17 holding.
Sweet Financial Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Eli Lilly position peaked at $4.56M in Q2 2024.
3,663 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.