Value Partners Investments’s Eli Lilly LLY Stock Holding History

Value Partners Investments’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
2026 Q2	$3.56M	Sell	2,976 -41	-1%	-$41.9K	0.25%	38
2026 Q1	$2.77M	Buy	3,017 +160	+6%	+$162K	0.21%	49
2025 Q4	$3.07M	Sell	2,857 -382	-12%	-$365K	0.24%	45
2025 Q3	$2.47M	Buy	3,239 +15	+0.5%	+$11.2K	0.2%	54
2025 Q2	$2.51M	Buy	3,224 +313	+11%	+$243K	0.2%	58
2025 Q1	$2.41M	Buy	+2,911	New	+$2.42M	0.21%	51
2020 Q4	–	Sell	-29,896	Closed	-$4.43M	–	69
2020 Q3	$4.43M	Buy	29,896 +19,120	+177%	+$2.96M	0.45%	40
2020 Q2	$1.77M	Buy	+10,776	New	+$1.65M	0.18%	50

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM