SEC 13F Intelligence

Fernwood Investment Management, LLC / LLY

Fernwood Investment Management, LLC’s Eli Lilly & Co Position

Does Fernwood Investment Management, LLC own Eli Lilly & Co (LLY)? Yes — 8.9K shares worth $7M (+2.39% of its 13F portfolio) as of Q4 2024, down from 9.1K shares the prior filed quarter.

Position Value
$7M
Q4 2024
Shares
8.9K
% of Portfolio
+2.39%
Quarters Held
21
currently held

Position History LLY

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ1 ’22: $4MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $6MQ3 ’23: $6MQ3 ’23Q4 ’23: $6MQ1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $8MQ4 ’24: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20248.9K$7M+2.39%
Q3 20249.1K$8M+2.62%
Q2 20249.4K$8M+2.63%
Q1 20249.4K$7M+2.12%
Q4 20239.7K$6M+1.86%
Q3 202311.5K$6M+2.22%
Q2 202312.3K$6M+2.04%
Q1 202312.2K$4M+1.61%
Q4 202214.2K$5M+2.15%
Q3 202214.2K$5M+1.94%
Q2 202214.2K$5M+1.99%
Q1 202214.2K$4M+1.43%
Q4 202114.3K$4M+1.29%
Q3 202114.2K$3M+1.13%
Q2 202114.1K$3M+1.07%
Q1 202114.1K$3M+0.97%
Q4 202010.7K$2M+0.71%
Q3 202010.7K$2M+0.75%
Q2 202010.7K$2M+0.87%
Q1 202010.6K$1M+0.94%
Q4 201920.6K$3M+1.30%

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