NORTHCAPE WEALTH MANAGEMENT, LLC LLY Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Eli Lilly and Co Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 5,089.00 shares of Eli Lilly and Co(LLY), totaling $4.20 Mil. This investment constitutes 1.36% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Eli Lilly and Co(LLY) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 3 purchases of LLY, at an average price of $308.58, for a total of 13,113.00 shares. In addition, there have been 9 sales at an average price of $506.60 for 8,024.00 shares. Based on historical transaction data and LLY's current price of $770.64, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his LLY holdings is $3.94 Mil, reflecting a 97.38% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC LLY ($770.64) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC LLY ($770.64) 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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