Verity & Verity’s Eli Lilly LLY Stock Holding History

Verity & Verity’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 Q2	–	Sell	-2,097	Closed	-$720K	–	113
2023 Q1	$720K	Sell	2,097 -1,448	-41%	-$488K	0.09%	76
2022 Q4	$1.3M	Buy	+3,545	New	+$1.26M	0.17%	71

Other funds holding LLY

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Verity & Verity's LLY Position: Q2 2023 in Review

Verity & Verity sold out of Eli Lilly (LLY) in Q2 2023, closing a stake of 2,097 shares — an estimated $720K sold.

Verity & Verity first reported a position in LLY in Q4 2022 and held it in 2 quarters. The position peaked at $1.3M in Q4 2022. 2,814 funds tracked by Wall St. Rank hold LLY as of Q2 2023.

Verity & Verity reported no remaining Eli Lilly position as of Q2 2023 after selling out during the quarter.
Verity & Verity sold 2,097 Eli Lilly shares in Q2 2023, an estimated $720K.
Verity & Verity first reported a position in Eli Lilly in Q4 2022 and held it in 2 quarters.
Verity & Verity's Eli Lilly position peaked at $1.3M in Q4 2022.
2,814 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2023.

Based on Verity & Verity's 13F filing for Q2 2023, filed 10 Jul 2023.