LLY β€” ELI LILLY & CO

Ownership history in AJOVista, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which AJOVista, LLC reported a position in ELI LILLY & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.56% (2024 Q2)
πŸ“Š Avg. % of fund
1.0%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2024 Q2
⏱ Quarters held
3
% of Fund (quarterly)    LLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 598 +89 +17.5% 1.56% $541K $894.45
2024 Q1 UNCHANGED 509 β€” 0% 1.07% $396K $767.26
2023 Q4 INITIATED 509 β€” β€” 0.37% $297K β€”

🏒 Other funds also holding LLY

As of 2025 Q4 β€” sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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