Number of Shares
8,722.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
0.92%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
51.69%

CABOT WEALTH MANAGEMENT INC's Eli Lilly and Co Holding Summary

As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 8,722.00 shares of Eli Lilly and Co(LLY), totaling $7.20 Mil. This investment constitutes 0.92% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2018Q3. And since then CABOT WEALTH MANAGEMENT INC has made 8 purchases of LLY, at an average price of $477.18, for a total of 10,212.00 shares. In addition, there have been 5 sales at an average price of $443.44 for 1,490.00 shares. Based on historical transaction data and LLY's current price of $771.71, CABOT WEALTH MANAGEMENT INC's estimated gain on his LLY holdings is $2.52 Mil, reflecting a 51.69% gain to date.

CABOT WEALTH MANAGEMENT INC LLY ($771.71) Holding Chart

CABOT WEALTH MANAGEMENT INC LLY ($771.71) 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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