| Quarter | Score |
|---|---|
| 2022-Q1 | 60.1 |
| 2022-Q3 | 67.2 |
| 2022-Q4 | 51.4 |
| 2023-Q1 | 49.8 |
| 2023-Q2 | 64.2 |
| 2023-Q3 | 48.6 |
| 2023-Q4 | 77.9 |
| 2024-Q1 | 79.2 |
| 2024-Q2 | 82.7 |
| 2024-Q3 | 58.5 |
| 2024-Q4 | 58.6 |
| 2025-Q1 | 59.8 |
| 2025-Q2 | 63.9 |
| 2025-Q3 | 63.0 |
| 2025-Q4 | 63.5 |
| 2026-Q1 | 62.7 |
| 2026-Q2 | 63.5 |
Stable institutional holding; maintain existing positions
Trading +33.5% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold LLY. Avg conviction: 0.1%. Net adding. First tracked at $885.94 (current +33.5% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.1% | Add |