Number of Shares
143,323.00
Current Holdings Value*
$118.37 Mil
% of Portfolio
8.3%
Total Estimate Gain
$185.37 Mil
% of Total Estimate Gain
139.35%

OXFORD FINANCIAL GROUP, LTD. LLC's Eli Lilly and Co Holding Summary

As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 143,323.00 shares of Eli Lilly and Co(LLY), totaling $118.37 Mil. This investment constitutes 8.3% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.02% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2020Q1. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 10 purchases of LLY, at an average price of $287.01, for a total of 463,479.00 shares. In addition, there have been 11 sales at an average price of $649.01 for 320,156.00 shares. Based on historical transaction data and LLY's current price of $771.71, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his LLY holdings is $185.37 Mil, reflecting a 139.35% gain to date.

OXFORD FINANCIAL GROUP, LTD. LLC LLY ($771.71) Holding Chart

OXFORD FINANCIAL GROUP, LTD. 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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