NEW PERSPECTIVE FUND LLY Holdings History

Number of Shares
2.64 Mil
Current Holdings Value*
$2.18 Bil
% of Portfolio
1.64%
Total Estimate Gain
$2.03 Bil
% of Total Estimate Gain
146.49%

NEW PERSPECTIVE FUND's Eli Lilly and Co Holding Summary

As of 2025-03-31, NEW PERSPECTIVE FUND held 2.64 Mil shares of Eli Lilly and Co(LLY), totaling $2.18 Bil. This investment constitutes 1.64% of their stock portfolio, and NEW PERSPECTIVE FUND now holds 0.29% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2019Q3. And since then NEW PERSPECTIVE FUND has made 4 purchases of LLY, at an average price of $281.22, for a total of 4.93 Mil shares. In addition, there have been 10 sales at an average price of $564.35 for 2.30 Mil shares. Based on historical transaction data and LLY's current price of $805.43, NEW PERSPECTIVE FUND's estimated gain on his LLY holdings is $2.03 Bil, reflecting a 146.49% gain to date.

NEW PERSPECTIVE FUND LLY ($805.43) Holding Chart

NEW PERSPECTIVE FUND LLY ($805.43) 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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