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Unionview LLC’s Eli Lilly LLY Stock Holding History

Unionview LLC’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
Q4 		$1.61M Hold
2,085
– – 1.18% 19
2024
Q3 		$1.85M Hold
2,085
– – 1.44% 16
2024
Q2 		$1.89M Hold
2,085
– – 1.54% 16
2024
Q1 		$1.62M Buy
2,085
+6
+0.3% +$4.27K 1.34% 18
2023
Q4 		$1.21M Hold
2,079
– – 1.09% 21
2023
Q3 		$1.12M Sell
2,079
-52
-2% -$26.8K 1.06% 23
2023
Q2 		$1,000K Hold
2,131
– – 0.91% 22
2023
Q1 		$732K Buy
2,131
+61
+3% +$20.6K 0.69% 24
2022
Q4 		$757K Hold
2,070
– – 0.76% 24
2022
Q3 		$669K Sell
2,070
-90
-4% -$28.5K 0.76% 23
2022
Q2 		$700K Hold
2,160
– – 0.78% 23
2022
Q1 		$619K Buy
2,160
+9
+0.4% +$2.32K 0.58% 33
2021
Q4 		$594K Buy
+2,151
New +$545K 0.56% 37

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Unionview LLC's LLY Position: Q4 2024 in Review

Unionview LLC held its Eli Lilly (LLY) position steady in Q4 2024 at 2,085 shares worth $1.61M. The position accounts for 1.18% of the portfolio, ranked #19.

Unionview LLC first reported a position in LLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.89M in Q2 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Unionview LLC held 2,085 shares of Eli Lilly worth $1.61M as of Q4 2024.
  • Unionview LLC left its Eli Lilly share count unchanged in Q4 2024.
  • Eli Lilly made up 1.18% of Unionview LLC's portfolio in Q4 2024, its #19 holding.
  • Unionview LLC first reported a position in Eli Lilly in Q4 2021 and has held it in 13 quarters since.
  • Unionview LLC's Eli Lilly position peaked at $1.89M in Q2 2024.
  • 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.