LLY β€” ELI LILLY & CO

Ownership history in Bey-Douglas LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Bey-Douglas 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
5.14% (2025 Q4)
πŸ“Š Avg. % of fund
3.4%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Bey-Douglas LLC Γ— LLY AI Analytics

πŸ“ˆ Bey-Douglas LLC outperformed the S&P 500 by +6.7% annually on this LLY position. Timing score: 40% (2/5 decisions correct). Average cost basis: $856.19. Maximum drawdown during holding period: –13.2%.

πŸ“ˆ Position Alpha vs SPY
+6.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.7% per year on this position.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$856.19
+25.3% vs current ($1072.89)

Best entry: $765.01 (2024 Q4)  Β·  Worst: $1072.89 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–13.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bey-Douglas LLC has been actively increasing its LLY allocation β€” a bullish signal from insiders.
Currently 5.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,975 +1,125 +23.2% 5.14% $6.4M $1072.89
2025 Q3 REDUCED 4,850 -1,467 -23.2% 2.75% $3.7M $760.61
2025 Q2 ADDED 6,317 +1,157 +22.4% 2.94% $4.9M $775.39
2025 Q1 REDUCED 5,160 -15 -0.3% 3.89% $4.3M $819.84
2024 Q4 ADDED 5,175 +2,290 +79.4% 3.44% $4.0M $765.01
2024 Q3 INITIATED 2,885 β€” β€” 2.24% $2.6M $876.46
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