TAP Consulting’s Eli Lilly LLY Stock Holding History

TAP Consulting’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	–	Sell	-4,024	Closed	-$1.89M	–	140
2023 Q2	$1.89M	Hold	4,024	–	–	0.46%	57
2023 Q1	$1.38M	Hold	4,024	–	–	0.34%	70
2022 Q4	$1.47M	Hold	4,024	–	–	0.39%	61
2022 Q3	$1.3M	Hold	4,024	–	–	0.35%	61
2022 Q2	$1.3M	Sell	4,024 -134	-3%	-$40.2K	0.36%	67
2022 Q1	$1.19M	Hold	4,158	–	–	0.31%	69
2021 Q4	$1.15M	Buy	4,158 +134	+3%	+$34K	0.26%	75
2021 Q3	$930K	Sell	4,024 -28	-0.7%	-$6.91K	0.25%	81
2021 Q2	$930K	Sell	4,052 -56	-1%	-$11.2K	0.26%	78
2021 Q1	$767K	Hold	4,108	–	–	0.24%	81
2020 Q4	$694K	Sell	4,108 -317	-7%	-$47.3K	0.25%	83
2020 Q3	$655K	Buy	4,425 +401	+10%	+$62.1K	0.26%	75
2020 Q2	$661K	Hold	4,024	–	–	0.33%	66
2020 Q1	$558K	Hold	4,024	–	–	0.38%	70
2019 Q4	$529K	Sell	4,024 -4	-0.1%	-$464	0.29%	73
2019 Q3	$450K	Buy	+4,028	New	+$448K	0.27%	78
2019 Q1	$525K	Buy	+4,048	New	+$492K	0.4%	64

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TAP Consulting's LLY Position: Q3 2023 in Review

TAP Consulting sold out of Eli Lilly (LLY) in Q3 2023, closing a stake of 4,024 shares — an estimated $1.89M sold.

TAP Consulting first reported a position in LLY in Q1 2019 and held it in 17 quarters. The position peaked at $1.89M in Q2 2023. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

TAP Consulting reported no remaining Eli Lilly position as of Q3 2023 after selling out during the quarter.
TAP Consulting sold 4,024 Eli Lilly shares in Q3 2023, an estimated $1.89M.
TAP Consulting first reported a position in Eli Lilly in Q1 2019 and held it in 17 quarters.
TAP Consulting's Eli Lilly position peaked at $1.89M in Q2 2023.
2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.