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Acuity Investment Management’s Eli Lilly LLY Stock Holding History

Acuity Investment Management’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
2013
Q4 		– Sell
-23,000
Closed -$1.16M – 160
2013
Q3 		$1.16M Sell
23,000
-2,000
-8% -$105K 0.16% 95
2013
Q2 		$1.23M Buy
+25,000
New +$1.36M 0.16% 91

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Wellington Management Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acuity Investment Management's LLY Position: Q4 2013 in Review

Acuity Investment Management sold out of Eli Lilly (LLY) in Q4 2013, closing a stake of 23,000 shares — an estimated $1.16M sold.

Acuity Investment Management first reported a position in LLY in Q2 2013 and held it in 2 quarters. The position peaked at $1.23M in Q2 2013. 1,003 funds tracked by Wall St. Rank hold LLY as of Q4 2013.

  • Acuity Investment Management reported no remaining Eli Lilly position as of Q4 2013 after selling out during the quarter.
  • Acuity Investment Management sold 23,000 Eli Lilly shares in Q4 2013, an estimated $1.16M.
  • Acuity Investment Management first reported a position in Eli Lilly in Q2 2013 and held it in 2 quarters.
  • Acuity Investment Management's Eli Lilly position peaked at $1.23M in Q2 2013.
  • 1,003 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2013.

Based on Acuity Investment Management's 13F filing for Q4 2013, filed 30 Jan 2014.