Eli Lilly & Co. shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 35k | 582.92 |
| 2023-09-30 | $14M | 26k | 537.14 |
| 2023-06-30 | $12M | 6.5k | 1881.06 |
| 2023-03-31 | $21k | 25k | 0.83 |
| 2022-12-31 | $9.4M | 26k | 365.84 |
| 2022-09-30 | $8.1M | 25k | 323.36 |
| 2022-06-30 | $2.1M | 6.5k | 324.30 |
| 2022-03-31 | $1.9M | 6.5k | 286.31 |
| 2021-12-31 | $1.8M | 6.5k | 276.28 |
| 2021-09-30 | $1.4M | 230k | 6.14 |
| 2021-06-30 | $1.7M | 7.6k | 229.49 |
| 2021-03-31 | $1.5M | 8.2k | 186.78 |
| 2020-12-31 | $1.3M | 7.7k | 168.79 |
| 2020-09-30 | $845k | 5.7k | 147.96 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $966k | 7.0k | 138.75 |
| 2019-09-30 | $810k | 7.2k | 111.77 |
| 2019-06-30 | $716k | 6.5k | 110.78 |
| 2019-03-31 | $651k | 5.0k | 129.78 |
| 2018-12-31 | $385k | 3.3k | 115.62 |
| 2018-09-30 | $369k | 3.4k | 107.17 |
| 2015-12-31 | $230k | 2.7k | 84.16 |
| 2015-09-30 | $271k | 3.2k | 83.82 |
| 2015-06-30 | $241k | 2.9k | 83.48 |
| 2013-03-31 | $205k | 3.6k | 56.68 |