Number of Shares
285,844.00
Current Holdings Value*
$222.82 Mil
% of Portfolio
18.99%
Total Estimate Gain
$220.84 Mil
% of Total Estimate Gain
1019.53%

WEATHERLY ASSET MANAGEMENT L. P.'s Eli Lilly and Co Holding Summary

As of 2025-06-30, WEATHERLY ASSET MANAGEMENT L. P. held 285,844.00 shares of Eli Lilly and Co(LLY), totaling $222.82 Mil. This investment constitutes 18.99% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.03% of the outstanding Eli Lilly and Co(LLY) stock.

The initial trade took place in 2013Q4. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 6 purchases of LLY, at an average price of $57.24, for a total of 378,437.00 shares. In addition, there have been 31 sales at an average price of $236.67 for 92,593.00 shares. Based on historical transaction data and LLY's current price of $771.71, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his LLY holdings is $220.84 Mil, reflecting a 1019.53% gain to date.

WEATHERLY ASSET MANAGEMENT L. P. LLY ($771.71) Holding Chart

WEATHERLY ASSET MANAGEMENT L. P. 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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