Traverso Chambers Private Wealth Management’s Eli Lilly LLY Stock Holding History

Traverso Chambers Private Wealth Management’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	$398K	Sell	683 -22	-3%	-$12.8K	0.1%	85
2023 Q3	$379K	Buy	705 +26	+4%	+$13.4K	0.1%	80
2023 Q2	$318K	Hold	679	–	–	0.08%	90
2023 Q1	$233K	Hold	679	–	–	0.06%	105
2022 Q4	$248K	Hold	679	–	–	0.07%	97
2022 Q3	$220K	Hold	679	–	–	0.07%	106
2022 Q2	$220K	Buy	+679	New	+$204K	0.07%	102

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Traverso Chambers Private Wealth Management's LLY Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Eli Lilly (LLY) stake by 3.1% in Q4 2023, selling an estimated $12.8K and leaving 683 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #85.

Traverso Chambers Private Wealth Management first reported a position in LLY in Q2 2022 and has held it in 7 quarters since. 3,272 funds tracked by Wall St. Rank hold LLY as of Q4 2023.

Traverso Chambers Private Wealth Management held 683 shares of Eli Lilly worth $398K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 22 Eli Lilly shares in Q4 2023, an estimated $12.8K.
Eli Lilly made up 0.1% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #85 holding.
Traverso Chambers Private Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 7 quarters since.
3,272 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.