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Wealth Advisors’s Eli Lilly LLY Stock Holding History

Wealth 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
2023
Q3 		$336K Buy
+626
New +$323K 0.15% 44

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealth Advisors's LLY Position: Q3 2023 in Review

Wealth Advisors opened a new position in Eli Lilly (LLY) in Q3 2023: 626 shares worth $336K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings.

2,974 funds tracked by Wall St. Rank hold LLY as of Q3 2023.

  • Wealth Advisors held 626 shares of Eli Lilly worth $336K as of Q3 2023.
  • Eli Lilly was a new Wealth Advisors position in Q3 2023.
  • Eli Lilly made up 0.15% of Wealth Advisors's portfolio in Q3 2023, its #44 holding.
  • 2,974 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.