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Wealthcare Capital Management’s Eli Lilly LLY Stock Holding History

Wealthcare Capital Management’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
Q3 		– Sell
-234
Closed -$212K – 87
2024
Q2 		$212K Buy
+234
New +$187K 0.02% 81
2021
Q2 		– Sell
-161
Closed -$30K – 398
2021
Q1 		$30K Buy
+161
New +$31.5K ﹤0.01% 184
2020
Q2 		– Sell
-2
Closed – – 153
2020
Q1 		$0 Sell
2
-58
-97% -$7.97K ﹤0.01% 474
2019
Q4 		$8K Buy
+60
New +$6.96K ﹤0.01% 205
2015
Q3 		– Sell
-135
Closed -$11K – 329
2015
Q2 		$11K Sell
135
-535
-80% -$40.8K ﹤0.01% 195
2015
Q1 		$49K Buy
+670
New +$47.7K 0.01% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wealthcare Capital Management's LLY Position: Q3 2024 in Review

Wealthcare Capital Management sold out of Eli Lilly (LLY) in Q3 2024, closing a stake of 234 shares — an estimated $212K sold.

Wealthcare Capital Management first reported a position in LLY in Q1 2015 and held it in 6 quarters. The position peaked at $212K in Q2 2024. 3,657 funds tracked by Wall St. Rank hold LLY as of Q3 2024.

  • Wealthcare Capital Management reported no remaining Eli Lilly position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Capital Management sold 234 Eli Lilly shares in Q3 2024, an estimated $212K.
  • Wealthcare Capital Management first reported a position in Eli Lilly in Q1 2015 and held it in 6 quarters.
  • Wealthcare Capital Management's Eli Lilly position peaked at $212K in Q2 2024.
  • 3,657 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2024.

Based on Wealthcare Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.