LLY Lilly (Eli) & Co.

Ownership history in Simplify Asset Management Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Simplify Asset Management 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
0.79% (2024 Q3)
Avg. % of fund
0.34%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,979 +18,315 +189.5% 0.49% $30.1M $1072.89
2025 Q3 REDUCED 9,664 -4,453 -31.5% 0.14% $7.4M $760.61
2025 Q2 REDUCED 14,117 -173 -1.2% 0.55% $11.0M $775.39
2025 Q1 ADDED 14,290 +5,681 +66.0% 0.44% $11.8M $819.84
2024 Q4 REDUCED 8,609 -10,473 -54.9% 0.33% $6.6M $765.01
2024 Q3 ADDED 19,082 +7,670 +67.2% 0.79% $16.9M $876.46
2024 Q2 ADDED 11,412 +3,371 +41.9% 0.69% $10.3M $894.45
2024 Q1 ADDED 8,041 +3,892 +93.8% 0.37% $6.3M $767.26
2023 Q4 REDUCED 4,149 -766 -15.6% 0.22% $2.4M $573.89
2023 Q3 REDUCED 4,915 -1,274 -20.6% 0.30% $2.6M $527.84
7 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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