AIM
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Assured Investment Management’s Eli Lilly LLY Stock Holding History

Assured 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
Q3 		– Sell
-191
Closed -$21K – 235
2013
Q2 		$21K Buy
+191
New +$10.4K ﹤0.01% 173

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 $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Assured Investment Management's LLY Position: Q2 2019 in Review

Assured Investment Management sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 4,732 shares — an estimated $614K sold.

Assured Investment Management first reported a position in LLY in Q1 2015 and held it in 11 quarters. The position peaked at $14.5M in Q4 2018. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

  • Assured Investment Management reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 4,732 Eli Lilly shares in Q2 2019, an estimated $614K.
  • Assured Investment Management first reported a position in Eli Lilly in Q1 2015 and held it in 11 quarters.
  • Assured Investment Management's Eli Lilly position peaked at $14.5M in Q4 2018.
  • 1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.