LLY — LILLY ELI & CO

Ownership history in Newfound Research LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Newfound Research LLC 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
0.14% (2022 Q2)
Avg. % of fund
0.12%
First filed
2020 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 REDUCED 207 -69 -25.0% 0.14% $67K $314.19
2022 Q1 ADDED 276 +5 +1.8% 0.10% $79K $276.57
2020 Q4 INITIATED 271 — — 0.12% $46K $159.96
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — 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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