SEC 13F Intelligence

Summit Financial Group, Inc. / LLY

Summit Financial Group, Inc.’s Eli Lilly & Co Position

Does Summit Financial Group, Inc. own Eli Lilly & Co (LLY)? Yes — 10.5K shares worth $8M (+2.91% of its 13F portfolio) as of Q1 2024, up from 10.5K shares the prior filed quarter.

Position Value
$8M
Q1 2024
Shares
10.5K
% of Portfolio
+2.91%
Quarters Held
21
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $6MQ3 ’23Q4 ’23: $6MQ1 ’24: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202410.5K$8M+2.91%
Q4 202310.5K$6M+2.34%
Q3 202311.6K$6M+2.61%
Q2 202311.6K$5M+2.11%
Q1 202311.4K$4M+1.49%
Q4 202213.9K$5M+2.02%
Q3 202213.9K$5M+1.87%
Q2 202214.7K$5M+1.84%
Q1 202214.7K$4M+1.42%
Q4 202114.8K$4M+1.33%
Q3 202114.8K$3M+1.24%
Q2 202114.8K$3M+1.27%
Q1 202114.8K$3M+1.15%
Q4 202014.9K$3M+1.10%
Q3 202015.0K$2M+1.10%
Q2 202015.0K$2M+1.28%
Q1 202015.2K$2M+1.26%
Q4 201915.2K$2M+0.96%
Q3 201915.2K$2M+0.86%
Q2 201917.8K$2M+0.89%
Q1 201917.8K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of LLY.