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ARS Investment Partners’s Eli Lilly LLY Stock Holding History

ARS Investment Partners’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
2018
Q2 		– Sell
-2,800
Closed -$217K – 139
2018
Q1 		$217K Sell
2,800
-100
-3% -$8.05K 0.03% 145
2017
Q4 		$245K Hold
2,900
– – 0.03% 148
2017
Q3 		$248K Hold
2,900
– – 0.03% 146
2017
Q2 		$239K Sell
2,900
-50
-2% -$4.08K 0.03% 140
2017
Q1 		$248K Buy
2,950
+200
+7% +$16K 0.04% 143
2016
Q4 		$202K Buy
+2,750
New +$205K 0.03% 152

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ARS Investment Partners's LLY Position: Q2 2018 in Review

ARS Investment Partners sold out of Eli Lilly (LLY) in Q2 2018, closing a stake of 2,800 shares — an estimated $217K sold.

ARS Investment Partners first reported a position in LLY in Q4 2016 and held it in 6 quarters. The position peaked at $248K in Q3 2017. 1,368 funds tracked by Wall St. Rank hold LLY as of Q2 2018.

  • ARS Investment Partners reported no remaining Eli Lilly position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 2,800 Eli Lilly shares in Q2 2018, an estimated $217K.
  • ARS Investment Partners first reported a position in Eli Lilly in Q4 2016 and held it in 6 quarters.
  • ARS Investment Partners's Eli Lilly position peaked at $248K in Q3 2017.
  • 1,368 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.