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TD Ameritrade Investment Management’s Eli Lilly LLY Stock Holding History

TD Ameritrade Investment Management’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
-110
Closed -$52K – 280
2023
Q2 		$52K Buy
110
+18
+20% +$7.55K ﹤0.01% 251
2023
Q1 		$32K Sell
92
-67
-42% -$22.6K ﹤0.01% 268
2022
Q4 		$58K Sell
159
-210
-57% -$74.5K ﹤0.01% 259
2022
Q3 		$119K Sell
369
-387
-51% -$123K ﹤0.01% 238
2022
Q2 		$245K Sell
756
-130
-15% -$39K ﹤0.01% 206
2022
Q1 		$254K Sell
886
-62
-7% -$16K ﹤0.01% 225
2021
Q4 		$262K Buy
948
+268
+39% +$67.9K ﹤0.01% 225
2021
Q3 		$101K Sell
680
-399
-37% -$98.5K ﹤0.01% 255
2021
Q2 		$248K Buy
1,079
+499
+86% +$100K ﹤0.01% 221
2021
Q1 		$98K Hold
580
– – ﹤0.01% 273
2020
Q4 		$98K Sell
580
-100
-15% -$14.9K ﹤0.01% 273
2020
Q3 		$101K Buy
680
+79
+13% +$12.2K ﹤0.01% 255
2020
Q2 		$99K Sell
601
-257
-30% -$39.4K ﹤0.01% 247
2020
Q1 		$119K Sell
858
-278
-24% -$38.2K ﹤0.01% 228
2019
Q4 		$149K Sell
1,136
-3,466
-75% -$402K ﹤0.01% 215
2019
Q3 		$515K Buy
4,602
+732
+19% +$81.5K ﹤0.01% 158
2019
Q2 		$429K Buy
3,870
+727
+23% +$85.6K ﹤0.01% 159
2019
Q1 		$408K Buy
3,143
+302
+11% +$36.7K ﹤0.01% 145
2018
Q4 		$329K Buy
2,841
+1,244
+78% +$139K ﹤0.01% 135
2018
Q3 		$171K Buy
1,597
+1,380
+636% +$138K ﹤0.01% 144
2018
Q2 		$19K Buy
+217
New +$17.8K ﹤0.01% 193

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

TD Ameritrade Investment Management's LLY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Eli Lilly (LLY) in Q3 2023, closing a stake of 110 shares — an estimated $52K sold.

TD Ameritrade Investment Management first reported a position in LLY in Q2 2018 and held it in 21 quarters. The position peaked at $515K in Q3 2019. 2,975 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Eli Lilly position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 110 Eli Lilly shares in Q3 2023, an estimated $52K.
  • TD Ameritrade Investment Management first reported a position in Eli Lilly in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Eli Lilly position peaked at $515K in Q3 2019.
  • 2,975 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.