WestHill Financial Advisors’s Eli Lilly LLY Stock Holding History

WestHill Financial 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
2025 Q1	–	Sell	-359	Closed	-$277K	–	78
2024 Q4	$277K	Sell	359 -10	-3%	-$8.28K	0.06%	58
2024 Q3	$327K	Sell	369 -20	-5%	-$18K	0.07%	56
2024 Q2	$352K	Sell	389 -7	-2%	-$5.6K	0.09%	49
2024 Q1	$308K	Sell	396 -80	-17%	-$56.9K	0.08%	56
2023 Q4	$277K	Sell	476 -2	-0.4%	-$1.17K	0.07%	56
2023 Q3	$257K	Sell	478 -19	-4%	-$9.79K	0.07%	51
2023 Q2	$233K	Buy	+497	New	+$208K	0.07%	56
2023 Q1	–	Sell	-549	Closed	-$201K	–	121
2022 Q4	$201K	Buy	+549	New	+$195K	0.06%	62

Other funds holding LLY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WestHill Financial Advisors's LLY Position: Q1 2025 in Review

WestHill Financial Advisors sold out of Eli Lilly (LLY) in Q1 2025, closing a stake of 359 shares — an estimated $277K sold.

WestHill Financial Advisors first reported a position in LLY in Q4 2022 and held it in 8 quarters. The position peaked at $352K in Q2 2024. 3,919 funds tracked by Wall St. Rank hold LLY as of Q1 2025.

WestHill Financial Advisors reported no remaining Eli Lilly position as of Q1 2025 after selling out during the quarter.
WestHill Financial Advisors sold 359 Eli Lilly shares in Q1 2025, an estimated $277K.
WestHill Financial Advisors first reported a position in Eli Lilly in Q4 2022 and held it in 8 quarters.
WestHill Financial Advisors's Eli Lilly position peaked at $352K in Q2 2024.
3,919 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2025.

Based on WestHill Financial Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.