Number of Shares
2,674.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.67%
Total Estimate Gain
$181,458.18
% of Total Estimate Gain
4.80%

Lummis Asset Management, LP's Eli Lilly and Co Holding Summary

As of 2025-03-31, Lummis Asset Management, LP held 2,674.00 shares of Eli Lilly and Co(LLY), totaling $2.40 Mil. This investment constitutes 1.67% of their stock portfolio, and Lummis Asset Management, LP now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2023Q4. And since then Lummis Asset Management, LP has made 1 purchases of LLY, at an average price of $707.76, for a total of 5,342.00 shares. In addition, there have been 1 sales at an average price of $711.67 for 2,668.00 shares. Based on historical transaction data and LLY's current price of $771.71, Lummis Asset Management, LP's estimated gain on his LLY holdings is $181,458.18, reflecting a 4.80% gain to date.

Lummis Asset Management, LP LLY ($771.71) Holding Chart

Lummis Asset Management, LP 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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