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CIK: 0000316011
Total reported value
$108.4B
$108.4B
1 檔
79.2%
At the close of Q3 2024, Lilly Endowment Inc disclosed equity holdings valued at approximately $108.4B, spread across 1 reported holdings.
In Q3 2024, Lilly Endowment Inc adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LLY) accounted for 79.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 100.00% | — | -0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | — | -0.49% | Trim |
According to official SEC Form 13F filings, Lilly Endowment Inc reported a total U.S. public equity portfolio value of $108.4B across 1 disclosed positions in Q3 2024.
During Q3 2024, Lilly Endowment Inc's top holdings by market value included LLY (100.0%). The largest single position, LLY, represented 100.0% of total portfolio value.
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Top Position Liquidated / Trimmed
LLY
前期市值: $88.2B
In Q3 2024, Lilly Endowment Inc made 1 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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