Number of Shares
12,815.00
Current Holdings Value*
$10.58 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-145,110.94
% of Total Estimate Gain
-1.38%

MONTAG & CALDWELL, LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, MONTAG & CALDWELL, LLC held 12,815.00 shares of Eli Lilly and Co(LLY), totaling $10.58 Mil. This investment constitutes 2.46% of their stock portfolio, and MONTAG & CALDWELL, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2020Q1. And since then MONTAG & CALDWELL, LLC has made 4 purchases of LLY, at an average price of $715.10, for a total of 14,715.00 shares. In addition, there have been 1 sales at an average price of $256.89 for 1,900.00 shares. Based on historical transaction data and LLY's current price of $771.71, MONTAG & CALDWELL, LLC's estimated gain on his LLY holdings is $-145,110.94, reflecting a -1.38% gain to date.

MONTAG & CALDWELL, LLC LLY ($771.71) Holding Chart

MONTAG & CALDWELL, LLC 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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