LILLY ENDOWMENT INC
Institutional investor · Portfolio as of Q4 2024
LILLY ENDOWMENT INC manages $74.8B across 1 positions as of Q4 2024. Top holdings: LLY (100.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Held steady with 1 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $74.8B across 1 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings1 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ELI LILLY & CO | 96.9M | $74.8B | 100.0% | $118.50 | +547.11% | 24 qtrssince 2019-Q1 | Unchanged 0 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer