Wintrust Investments’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.56M | Sell |
2,027
-313
| -13% | -$259K | 1.38% | 15 |
|
|
2024
Q3 | $2.07M | Sell |
2,340
-21,772
| -90% | -$19.6M | 1.53% | 15 |
|
|
2024
Q2 | $21.8M | Sell |
24,112
-8,878
| -27% | -$7.1M | 1.78% | 12 |
|
|
2024
Q1 | $25.7M | Buy |
32,990
+1,985
| +6% | +$1.41M | 2.26% | 10 |
|
|
2023
Q4 | $18.1M | Buy |
31,005
+17,058
| +122% | +$9.96M | 1.75% | 11 |
|
|
2023
Q3 | $7.49M | Buy |
13,947
+1,074
| +8% | +$553K | 0.78% | 23 |
|
|
2023
Q2 | $6.04M | Buy |
12,873
+2,231
| +21% | +$936K | 0.61% | 34 |
|
|
2023
Q1 | $3.65M | Sell |
10,642
-406
| -4% | -$137K | 0.47% | 41 |
|
|
2022
Q4 | $3.62M | Sell |
11,048
-642
| -5% | -$228K | 0.47% | 44 |
|
|
2022
Q3 | $3.27M | Sell |
11,690
-555
| -5% | -$176K | 0.41% | 46 |
|
|
2022
Q2 | $3.39M | Sell |
12,245
-472
| -4% | -$142K | 0.41% | 46 |
|
|
2022
Q1 | $3.19M | Sell |
12,717
-10
| -0.1% | -$2.57K | 0.31% | 54 |
|
|
2021
Q4 | $3.11M | Buy |
12,727
+5,527
| +77% | +$1.4M | 0.3% | 52 |
|
|
2021
Q3 | $1.18M | Sell |
7,200
-6,815
| -49% | -$1.68M | 0.16% | 104 |
|
|
2021
Q2 | $3.03M | Buy |
14,015
+3,675
| +36% | +$738K | 0.31% | 59 |
|
|
2021
Q1 | $1.95M | Buy |
10,340
+2,785
| +37% | +$545K | 0.2% | 101 |
|
|
2020
Q4 | $1.28M | Buy |
7,555
+111
| +1% | +$16.6K | 0.36% | 61 |
|
|
2020
Q3 | $1.1M | Buy |
7,444
+345
| +5% | +$53.4K | 0.15% | 123 |
|
|
2020
Q2 | $1.16M | Buy |
7,099
+783
| +12% | +$120K | 0.16% | 103 |
|
|
2020
Q1 | $876K | Buy |
6,316
+1,895
| +43% | +$260K | 0.14% | 117 |
|
|
2019
Q4 | $581K | Sell |
4,421
-85
| -2% | -$9.85K | 0.08% | 188 |
|
|
2019
Q3 | $505K | Buy |
4,506
+149
| +3% | +$16.6K | 0.08% | 201 |
|
|
2019
Q2 | $483K | Buy |
4,357
+565
| +15% | +$66.5K | 0.07% | 205 |
|
|
2019
Q1 | $492K | Sell |
3,792
-14
| -0.4% | -$1.7K | 0.08% | 203 |
|
|
2018
Q4 | $440K | Buy |
3,806
+126
| +3% | +$14.1K | 0.08% | 205 |
|
|
2018
Q3 | $395K | Buy |
3,680
+444
| +14% | +$44.4K | 0.06% | 243 |
|
|
2018
Q2 | $276K | Buy |
3,236
+150
| +5% | +$12.3K | 0.05% | 294 |
|
|
2018
Q1 | $239K | Sell |
3,086
-3,667
| -54% | -$295K | 0.06% | 221 |
|
|
2017
Q4 | $570K | Hold |
6,753
| – | – | 0.13% | 162 |
|
|
2017
Q3 | $578K | Sell |
6,753
-22
| -0.3% | -$1.8K | 0.15% | 149 |
|
|
2017
Q2 | $558K | Hold |
6,775
| – | – | 0.15% | 148 |
|
|
2017
Q1 | $570K | Buy |
6,775
+3,477
| +105% | +$278K | 0.16% | 146 |
|
|
2016
Q4 | $243K | Sell |
3,298
-516
| -14% | -$38.4K | 0.1% | 179 |
|
|
2016
Q3 | $306K | Sell |
3,814
-739
| -16% | -$59.2K | 0.14% | 134 |
|
|
2016
Q2 | $59K | Buy |
+4,553
| New | +$343K | 0.12% | 73 |
|
Other funds holding LLY
Wintrust Investments's LLY Position: Q4 2024 in Review
Wintrust Investments reduced its Eli Lilly (LLY) stake by 13% in Q4 2024, selling an estimated $259K and leaving 2,027 shares worth $1.56M. The position accounts for 1.38% of the portfolio, ranked #15.
Wintrust Investments first reported a position in LLY in Q2 2016 and has held it in 35 quarters since. The position peaked at $25.7M in Q1 2024. 3,907 funds tracked by Wall St. Rank hold LLY as of Q4 2024.
- Wintrust Investments held 2,027 shares of Eli Lilly worth $1.56M as of Q4 2024.
- Wintrust Investments sold 313 Eli Lilly shares in Q4 2024, an estimated $259K.
- Eli Lilly made up 1.38% of Wintrust Investments's portfolio in Q4 2024, its #15 holding.
- Wintrust Investments first reported a position in Eli Lilly in Q2 2016 and has held it in 35 quarters since.
- Wintrust Investments's Eli Lilly position peaked at $25.7M in Q1 2024.
- 3,907 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.