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TFO Wealth Partners’s Eli Lilly LLY Stock Holding History

TFO Wealth 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
Q2 		– Sell
-8
Closed -$6.22K – 458
2024
Q1 		$6.22K Sell
8
-1
-11% -$712 ﹤0.01% 102
2023
Q4 		$5.25K Hold
9
– – ﹤0.01% 109
2023
Q3 		$4.22K Buy
9
+1
+13% +$515 ﹤0.01% 179
2023
Q2 		$3.75K Sell
8
-299
-97% -$125K ﹤0.01% 172
2023
Q1 		$105K Buy
307
+285
+1,295% +$96.1K 0.02% 54
2022
Q4 		$709 Buy
+22
New +$7.8K ﹤0.01% 427
2022
Q3 		– Sell
-51
Closed -$17K – 329
2022
Q2 		$17K Buy
+51
New +$15.3K ﹤0.01% 92

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's LLY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Eli Lilly (LLY) in Q2 2024, closing a stake of 8 shares — an estimated $6.22K sold.

TFO Wealth Partners first reported a position in LLY in Q2 2022 and held it in 7 quarters. The position peaked at $105K in Q1 2023. 3,564 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Eli Lilly position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Eli Lilly shares in Q2 2024, an estimated $6.22K.
  • TFO Wealth Partners first reported a position in Eli Lilly in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Eli Lilly position peaked at $105K in Q1 2023.
  • 3,564 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.