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Aris Wealth Services’s Eli Lilly LLY Stock Holding History

Aris Wealth Services’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
2015
Q3 		$1K Sell
13
-1,683
-99% -$142K ﹤0.01% 356
2015
Q2 		$142K Buy
1,696
+75
+5% +$5.71K 0.13% 120
2015
Q1 		$118K Buy
+1,621
New +$115K 0.11% 130

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aris Wealth Services's LLY Position: Q3 2015 in Review

Aris Wealth Services reduced its Eli Lilly (LLY) stake by 99% in Q3 2015, selling an estimated $142K and leaving 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Aris Wealth Services first reported a position in LLY in Q1 2015 and has held it in 3 quarters since. The position peaked at $142K in Q2 2015. 1,147 funds tracked by Wall St. Rank hold LLY as of Q3 2015.

  • Aris Wealth Services held 13 shares of Eli Lilly worth $1K as of Q3 2015.
  • Aris Wealth Services sold 1,683 Eli Lilly shares in Q3 2015, an estimated $142K.
  • Eli Lilly made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #356 holding.
  • Aris Wealth Services first reported a position in Eli Lilly in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Eli Lilly position peaked at $142K in Q2 2015.
  • 1,147 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.