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Eli Lilly & Co. shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 399 777.96
2023-12-31 $231k 396 582.92
2023-09-30 $283k 526 537.13

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
FMR
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Northern Trust
Jennison Associates

View all funds holding Eli Lilly & Co.