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440 Investment Group’s Eli Lilly LLY Stock Holding History

440 Investment Group’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$852K Sell
10,084
-84
-0.8% -$7.15K 0.61% 45
2017
Q3 		$870K Buy
10,168
+2,386
+31% +$196K 0.66% 43
2017
Q2 		$640K Buy
7,782
+100
+1% +$8.16K 0.51% 49
2017
Q1 		$646K Buy
+7,682
New +$615K 0.58% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

440 Investment Group's LLY Position: Q4 2017 in Review

440 Investment Group reduced its Eli Lilly (LLY) stake by 0.83% in Q4 2017, selling an estimated $7.15K and leaving 10,084 shares worth $852K. The position accounts for 0.61% of the portfolio, ranked #45.

440 Investment Group first reported a position in LLY in Q1 2017 and has held it in 4 quarters since. The position peaked at $870K in Q3 2017. 1,373 funds tracked by Wall St. Rank hold LLY as of Q4 2017.

  • 440 Investment Group held 10,084 shares of Eli Lilly worth $852K as of Q4 2017.
  • 440 Investment Group sold 84 Eli Lilly shares in Q4 2017, an estimated $7.15K.
  • Eli Lilly made up 0.61% of 440 Investment Group's portfolio in Q4 2017, its #45 holding.
  • 440 Investment Group first reported a position in Eli Lilly in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Eli Lilly position peaked at $870K in Q3 2017.
  • 1,373 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.