LLY LILLY ELI & CO

Ownership history in Ethic Inc.  ·  25 quarters on record

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

Peak position
1.57% (2024 Q2)
Avg. % of fund
0.87%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,666 +5,758 +7.6% 1.35% $87.8M $1072.89
2025 Q3 REDUCED 75,908 -405 -0.5% 0.95% $57.9M $760.61
2025 Q2 ADDED 76,313 +125 +0.2% 1.06% $59.2M $775.39
2025 Q1 ADDED 76,188 +42 +0.1% 1.24% $61.3M $819.84
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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