Wunderlich Capital Managemnt’s Eli Lilly LLY Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$36.2K	Buy	+40	New	+$32K	0.02%	89
2022 Q2	–	Sell	-7,355	Closed	-$2.11M	–	85
2022 Q1	$2.11M	Sell	7,355 -29	-0.4%	-$7.46K	0.99%	52
2021 Q4	$2.04M	Buy	7,384 +90	+1%	+$22.8K	0.91%	57
2021 Q3	$1.69M	Buy	7,294 +253	+4%	+$62.4K	0.81%	63
2021 Q2	$1.62M	Buy	7,041 +64	+0.9%	+$12.9K	0.82%	61
2021 Q1	$1.3M	Buy	6,977 +182	+3%	+$35.6K	0.71%	63
2020 Q4	$1.15M	Buy	6,795 +24	+0.4%	+$3.58K	0.64%	67
2020 Q3	$1M	Buy	+6,771	New	+$1.05M	0.62%	66

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wunderlich Capital Managemnt's LLY Position: Q2 2024 in Review

Wunderlich Capital Managemnt opened a new position in Eli Lilly (LLY) in Q2 2024: 40 shares worth $36.2K. The stake represents 0.02% of the portfolio and ranks #89 among its holdings. This is a return to the name: Wunderlich Capital Managemnt previously reported a position in LLY as recently as Q1 2022.

Wunderlich Capital Managemnt first reported a position in LLY in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.11M in Q1 2022. 3,565 funds tracked by Wall St. Rank hold LLY as of Q2 2024.

Wunderlich Capital Managemnt held 40 shares of Eli Lilly worth $36.2K as of Q2 2024.
Eli Lilly was a new Wunderlich Capital Managemnt position in Q2 2024.
Eli Lilly made up 0.02% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #89 holding.
Wunderlich Capital Managemnt first reported a position in Eli Lilly in Q3 2020 and has held it in 8 quarters since.
Wunderlich Capital Managemnt's Eli Lilly position peaked at $2.11M in Q1 2022.
3,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.