Windsor Wealth Management, Inc. / LLY
Windsor Wealth Management, Inc.’s Eli Lilly & Co Position
Does Windsor Wealth Management, Inc. own Eli Lilly & Co (LLY)? Yes — 53.1K shares worth $28M (+5.22% of its 13F portfolio) as of Q3 2023, down from 60.5K shares the prior filed quarter.
Position Value
$28M
Q3 2023
Shares
53.1K
% of Portfolio
+5.22%
Quarters Held
19
currently held
Position History LLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 53.1K | $28M | +5.22% |
| Q2 2023 | 60.5K | $28M | +5.09% |
| Q1 2023 | 61.1K | $22M | +4.35% |
| Q4 2022 | 61.7K | $22M | +4.63% |
| Q3 2022 | 62.0K | $20M | +5.05% |
| Q2 2022 | 62.0K | $20M | +5.23% |
| Q1 2022 | 67.0K | $21M | +3.86% |
| Q4 2021 | 66.5K | $18M | +3.25% |
| Q3 2021 | 66.2K | $15M | +3.18% |
| Q2 2021 | 65.9K | $15M | +3.27% |
| Q1 2021 | 57.9K | $11M | +2.58% |
| Q4 2020 | 56.6K | $10M | +2.43% |
| Q3 2020 | 57.2K | $8M | +2.36% |
| Q2 2020 | 59.7K | $10M | +3.12% |
| Q1 2020 | 59.6K | $8M | +3.33% |
| Q4 2019 | 65.8K | $9M | +3.18% |
| Q3 2019 | 64.5K | $7M | +3.01% |
| Q2 2019 | 64.3K | $7M | +3.18% |
| Q1 2019 | 27.3K | $4M | +1.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of LLY.