1919 Socially Responsive Balanced Fund LLY Holdings History
1919 Socially Responsive Balanced Fund's Eli Lilly and Co Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 26,749.00 shares of Eli Lilly and Co(LLY), totaling $15.59 Mil. This investment constitutes 3.05% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2021Q4. And since then 1919 Socially Responsive Balanced Fund has made 2 purchases of LLY, at an average price of $254.86, for a total of 40,022.00 shares. In addition, there have been 2 sales at an average price of $400.72 for 13,273.00 shares. Based on historical transaction data and LLY's current price of $798.85, 1919 Socially Responsive Balanced Fund's estimated gain on his LLY holdings is $16.49 Mil, reflecting a 161.64% gain to date.
1919 Socially Responsive Balanced Fund LLY ($798.85) Holding Chart
1919 Socially Responsive Balanced Fund LLY ($798.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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