Team Hewins’s Eli Lilly LLY Stock Holding History

Team Hewins’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 Q4	–	Sell	-8,365	Closed	-$4.49M	–	39
2023 Q3	$4.49M	Buy	+8,365	New	+$4.31M	1.03%	20

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 $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

Morgan Stanley New York $1.66T AUM 25.57% 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

Team Hewins's LLY Position: Q4 2023 in Review

Team Hewins sold out of Eli Lilly (LLY) in Q4 2023, closing a stake of 8,365 shares — an estimated $4.49M sold.

Team Hewins first reported a position in LLY in Q3 2023 and held it in 1 quarter. The position peaked at $4.49M in Q3 2023. 3,273 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Team Hewins reported no remaining Eli Lilly position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 8,365 Eli Lilly shares in Q4 2023, an estimated $4.49M.
Team Hewins first reported a position in Eli Lilly in Q3 2023 and held it in 1 quarter.
Team Hewins's Eli Lilly position peaked at $4.49M in Q3 2023.
3,273 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.