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Tiedemann Advisors’s Eli Lilly LLY Stock Holding History

Tiedemann 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
Q3 		$2.85M Buy
5,308
+4,739
+833% +$2.44M 0.12% 65
2023
Q2 		$267K Buy
+569
New +$239K 0.01% 213
2021
Q3 		– Sell
-7,092
Closed -$1.63M – 339
2021
Q2 		$1.63M Sell
7,092
-544
-7% -$109K 0.07% 125
2021
Q1 		$1.43M Buy
7,636
+138
+2% +$27K 0.06% 129
2020
Q4 		$1.27M Buy
7,498
+82
+1% +$12.2K 0.06% 130
2020
Q3 		$1.1M Sell
7,416
-2
-0% -$310 0.05% 167
2020
Q2 		$1.22M Sell
7,418
-5
-0.1% -$767 0.06% 153
2020
Q1 		$1.03M Buy
7,423
+712
+11% +$97.8K 0.07% 151
2019
Q4 		$882K Sell
6,711
-1,062
-14% -$123K 0.04% 173
2019
Q3 		$871K Sell
7,773
-65
-0.8% -$7.24K 0.04% 184
2019
Q2 		$867K Sell
7,838
-2,700
-26% -$318K 0.04% 164
2019
Q1 		$1.37M Buy
10,538
+167
+2% +$20.3K 0.06% 178
2018
Q4 		$1.2M Buy
10,371
+7,808
+305% +$872K 0.06% 185
2018
Q3 		$275K Sell
2,563
-97
-4% -$9.7K 0.02% 266
2018
Q2 		$228K Buy
+2,660
New +$218K 0.01% 278
2017
Q3 		– Sell
-9,188
Closed -$756K – 408
2017
Q2 		$756K Buy
9,188
+1,664
+22% +$136K 0.06% 255
2017
Q1 		$633K Buy
+7,524
New +$603K 0.05% 238

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Tiedemann Advisors's LLY Position: Q3 2023 in Review

Tiedemann Advisors increased its Eli Lilly (LLY) stake by 833% in Q3 2023, buying an estimated $2.44M and bringing the position to 5,308 shares worth $2.85M. The position accounts for 0.12% of the portfolio, ranked #65.

Tiedemann Advisors first reported a position in LLY in Q1 2017 and has held it in 17 quarters since. 2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • Tiedemann Advisors held 5,308 shares of Eli Lilly worth $2.85M as of Q3 2023.
  • Tiedemann Advisors bought 4,739 Eli Lilly shares in Q3 2023, an estimated $2.44M.
  • Eli Lilly made up 0.12% of Tiedemann Advisors's portfolio in Q3 2023, its #65 holding.
  • Tiedemann Advisors first reported a position in Eli Lilly in Q1 2017 and has held it in 17 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.