Ten Capital Wealth Advisors’s Eli Lilly LLY Stock Holding History

Ten Capital 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 Q2	$768K	Buy	1,639 +360	+28%	+$151K	0.22%	41
2023 Q1	$439K	Buy	1,279 +934	+271%	+$315K	0.14%	49
2022 Q4	$126K	Sell	345 -17	-5%	-$6.03K	0.05%	118
2022 Q3	$117K	Sell	362 -27	-7%	-$8.55K	0.05%	112
2022 Q2	$126K	Hold	389	–	–	0.05%	107
2022 Q1	$111K	Hold	389	–	–	0.05%	109
2021 Q4	$107K	Buy	389 +45	+13%	+$11.4K	0.04%	91
2021 Q3	$79K	Buy	344 +300	+682%	+$74K	0.04%	106
2021 Q2	$10K	Buy	+44	New	+$8.84K	﹤0.01%	314

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Ten Capital Wealth Advisors's LLY Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Eli Lilly (LLY) stake by 28% in Q2 2023, buying an estimated $151K and bringing the position to 1,639 shares worth $768K. The position accounts for 0.22% of the portfolio, ranked #41.

Ten Capital Wealth Advisors first reported a position in LLY in Q2 2021 and has held it in 9 quarters since. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

Ten Capital Wealth Advisors held 1,639 shares of Eli Lilly worth $768K as of Q2 2023.
Ten Capital Wealth Advisors bought 360 Eli Lilly shares in Q2 2023, an estimated $151K.
Eli Lilly made up 0.22% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #41 holding.
Ten Capital Wealth Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 9 quarters since.
2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.