A detailed history of Fermata Advisors, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,113 shares of LLY stock, worth $999,585. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,113
Previous 871 27.78%
Holding current value
$999,585
Previous $507,000 70.61%
% of portfolio
0.2%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$592.2 - $792.28 $143,312 - $191,731
242 Added 27.78%
1,113 $865,000
Q4 2023

Jan 19, 2024

BUY
$525.19 - $619.13 $6,302 - $7,429
12 Added 1.4%
871 $507,000
Q3 2023

Nov 06, 2023

BUY
$434.7 - $599.3 $373,407 - $514,798
859 New
859 $461,000
Q4 2022

Feb 13, 2023

SELL
$321.55 - $374.67 $9,646 - $11,240
-30 Reduced 3.37%
860 $314,000
Q3 2022

Nov 14, 2022

SELL
$296.48 - $337.87 $80,939 - $92,238
-273 Reduced 23.47%
890 $289,000
Q2 2022

Aug 09, 2022

SELL
$278.73 - $327.27 $99,785 - $117,162
-358 Reduced 23.54%
1,163 $379,000
Q1 2022

Apr 22, 2022

SELL
$234.69 - $291.66 $34,734 - $43,165
-148 Reduced 8.87%
1,521 $437,000
Q4 2021

Feb 02, 2022

BUY
$224.85 - $279.04 $11,242 - $13,952
50 Added 3.09%
1,669 $462,000
Q3 2021

Oct 29, 2021

BUY
$221.6 - $272.71 $20,608 - $25,362
93 Added 6.09%
1,619 $374,000
Q2 2021

Aug 10, 2021

BUY
$180.55 - $233.54 $275,519 - $356,382
1,526 New
1,526 $351,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $853B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.