Ownership history in SYM FINANCIAL Corp · 33 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,551 | +165 | +2.6% | 0.72% | $7.0M | $1072.89 |
| 2025 Q3 | ADDED | 6,386 | +230 | +3.7% | 0.52% | $4.9M | $760.61 |
| 2025 Q2 | ADDED | 6,156 | +214 | +3.6% | 0.54% | $4.8M | $775.39 |
| 2025 Q1 | REDUCED | 5,942 | -341 | -5.4% | 0.60% | $4.9M | $819.84 |
| 2024 Q4 | ADDED | 6,283 | +488 | +8.4% | 0.63% | $4.9M | $765.01 |
| 2024 Q3 | ADDED | 5,795 | +128 | +2.3% | 0.69% | $5.1M | $876.46 |
| 2024 Q2 | ADDED | 5,667 | +409 | +7.8% | 0.82% | $5.1M | $894.45 |
| 2024 Q1 | REDUCED | 5,258 | -883 | -14.4% | 0.67% | $4.1M | $767.26 |
| 2023 Q4 | ADDED | 6,141 | +364 | +6.3% | 0.58% | $3.6M | $573.89 |
| 2023 Q3 | ADDED | 5,777 | +175 | +3.1% | 0.55% | $3.1M | $527.84 |
As of 2025 Q4 — sorted by position size