LLY LILLY ELI & CO

Ownership history in Stevard, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Stevard, 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
4.11% (2024 Q3)
Avg. % of fund
0.86%
First filed
2020 Q1
Last filed
2024 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 UNCHANGED 1,139 0% 3.28% $879K $765.01
2024 Q3 REDUCED 1,139 -858 -43.0% 4.11% $1.0M $876.46
2024 Q2 ADDED 1,997 +313 +18.6% 1.56% $1.8M $894.45
2024 Q1 ADDED 1,684 +347 +26.0% 1.18% $1.3M $767.26
12 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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