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Eli Lilly & Co. shares owned by UMA Financial Services

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 1.1k 912.95
2024-06-30 $1.4M 1.5k 941.88
2024-03-31 $895k 1.2k 746.80
2023-12-31 $603k 955 630.88
2023-09-30 $512k 895 571.76
2023-06-30 $413k 895 461.42
2023-03-31 $332k 895 370.47
2022-12-31 $310k 895 346.39
2022-09-30 $297k 895 331.84
2022-06-30 $290k 895 324.02
2022-03-31 $264k 895 294.97
2021-12-31 $232k 895 259.22
2021-09-30 $213k 895 237.99
2021-06-30 $213k 895 237.99