Trivest Advisors’s Eli Lilly LLY Stock Holding History

Trivest 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
2025 Q1	–	Sell	-14,000	Closed	-$10.8M	–	43
2024 Q4	$10.8M	Buy	+14,000	New	+$11.6M	0.49%	40

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trivest Advisors's LLY Position: Q1 2025 in Review

Trivest Advisors sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 14,000 shares — an estimated $10.8M sold.

Trivest Advisors first reported a position in LLY in Q4 2024 and held it in 1 quarter. The position peaked at $10.8M in Q4 2024. 3,920 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

Trivest Advisors reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
Trivest Advisors sold 14,000 Eli Lilly shares in Q1 2025, an estimated $10.8M.
Trivest Advisors first reported a position in Eli Lilly in Q4 2024 and held it in 1 quarter.
Trivest Advisors's Eli Lilly position peaked at $10.8M in Q4 2024.
3,920 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on Trivest Advisors's 13F filing for Q1 2025, filed 8 May 2025.