Tortoise Investment Management’s Eli Lilly LLY Stock Holding History

Tortoise Investment Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Sell	1,424 -277	-16%	-$216K	0.11%	114
2025 Q1	$1.4M	Sell	1,701 -182	-10%	-$150K	0.15%	95
2024 Q4	$1.45M	Sell	1,883 -4	-0.2%	-$3.09K	0.15%	94
2024 Q3	$1.67M	Buy	1,887 +86	+5%	+$76.2K	0.17%	91
2024 Q2	$1.63M	Buy	1,801 +1	+0.1%	+$905	0.19%	88
2024 Q1	$1.4M	Sell	1,800 -46	-2%	-$35.8K	0.17%	92
2023 Q4	$1.08M	Buy	1,846 +156	+9%	+$90.9K	0.15%	106
2023 Q3	$908K	Sell	1,690 -51	-3%	-$27.4K	0.14%	109
2023 Q2	$817K	Buy	1,741 +282	+19%	+$132K	0.12%	117
2023 Q1	$501K	Buy	1,459 +2	+0.1%	+$687	0.08%	132
2022 Q4	$533K	Sell	1,457 -71	-5%	-$26K	0.09%	130
2022 Q3	$494K	Buy	1,528 +1,253	+456%	+$405K	0.1%	124
2022 Q2	$89K	Hold	275	–	–	0.02%	240
2022 Q1	$79K	Sell	275 -99	-26%	-$28.4K	0.01%	252
2021 Q4	$103K	Buy	374 +99	+36%	+$27.3K	0.02%	216
2021 Q3	$64K	Hold	275	–	–	0.01%	252
2021 Q2	$63K	Buy	275 +25	+10%	+$5.73K	0.01%	243
2021 Q1	$47K	Buy	250 +125	+100%	+$23.5K	0.01%	268
2020 Q4	$21K	Sell	125 -25	-17%	-$4.2K	﹤0.01%	328
2020 Q3	$22K	Sell	150 -70	-32%	-$10.3K	0.01%	299
2020 Q2	$36K	Sell	220 -367	-63%	-$60.1K	0.01%	249
2020 Q1	$81K	Hold	587	–	–	0.02%	184
2019 Q4	$77K	Hold	587	–	–	0.02%	210
2019 Q3	$66K	Hold	587	–	–	0.02%	211
2019 Q2	$65K	Hold	587	–	–	0.02%	224
2019 Q1	$76K	Buy	587 +120	+26%	+$15.5K	0.02%	209
2018 Q4	$54K	Hold	467	–	–	0.01%	226
2018 Q3	$50K	Hold	467	–	–	0.01%	237
2018 Q2	$40K	Hold	467	–	–	0.01%	260
2018 Q1	$36K	Sell	467 -123	-21%	-$9.48K	0.01%	272
2017 Q4	$50K	Hold	590	–	–	0.01%	244
2017 Q3	$50K	Hold	590	–	–	0.02%	229
2017 Q2	$49K	Hold	590	–	–	0.02%	217
2017 Q1	$50K	Hold	590	–	–	0.02%	202
2016 Q4	$43K	Hold	590	–	–	0.01%	212
2016 Q3	$47K	Sell	590 -123	-17%	-$9.8K	0.02%	200
2016 Q2	$56K	Buy	713 +123	+21%	+$9.66K	0.02%	186
2016 Q1	$42K	Hold	590	–	–	0.02%	209
2015 Q4	$50K	Hold	590	–	–	0.02%	209
2015 Q3	$49K	Hold	590	–	–	0.02%	205
2015 Q2	$49K	Sell	590 -10	-2%	-$831	0.02%	213
2015 Q1	$44K	Hold	600	–	–	0.02%	218
2014 Q4	$41K	Buy	600 +10	+2%	+$683	0.02%	229
2014 Q3	$38K	Hold	590	–	–	0.02%	225
2014 Q2	$37K	Buy	590 +100	+20%	+$6.27K	0.02%	232
2014 Q1	$29K	Hold	490	–	–	0.01%	217
2013 Q4	$25K	Hold	490	–	–	0.01%	208
2013 Q3	$25K	Hold	490	–	–	0.02%	186
2013 Q2	$24K	Buy	+490	New	+$24K	0.02%	182