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Atherton Lane Advisers’s Eli Lilly LLY Stock Holding History

Atherton Lane Advisers’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
Q4 		$625K Sell
7,417
-38
-0.5% -$3.15K 0.04% 133
2015
Q3 		$624K Sell
7,455
-50
-0.7% -$4.22K 0.04% 134
2015
Q2 		$627K Sell
7,505
-74
-1% -$5.64K 0.03% 134
2015
Q1 		$551K Sell
7,579
-985
-12% -$70.1K 0.03% 163
2014
Q4 		$591K Buy
8,564
+16
+0.2% +$1.08K 0.03% 161
2014
Q3 		$554K Sell
8,548
-235
-3% -$14.9K 0.03% 173
2014
Q2 		$546K Sell
8,783
-1,032
-11% -$61.6K 0.03% 176
2014
Q1 		$578K Sell
9,815
-19,390
-66% -$1.08M 0.04% 98
2013
Q4 		$1.49M Sell
29,205
-387,631
-93% -$19.4M 0.09% 79
2013
Q3 		$21M Buy
416,836
+1,365
+0.3% +$71.5K 1.44% 29
2013
Q2 		$20.4M Buy
+415,471
New +$22.6M 1.49% 24

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

Atherton Lane Advisers's LLY Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Eli Lilly (LLY) stake by 0.51% in Q4 2015, selling an estimated $3.15K and leaving 7,417 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #133.

Atherton Lane Advisers first reported a position in LLY in Q2 2013 and has held it in 11 quarters since. The position peaked at $21M in Q3 2013. 1,220 funds tracked by Wall St. Rank hold LLY as of Q4 2015.

  • Atherton Lane Advisers held 7,417 shares of Eli Lilly worth $625K as of Q4 2015.
  • Atherton Lane Advisers sold 38 Eli Lilly shares in Q4 2015, an estimated $3.15K.
  • Eli Lilly made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #133 holding.
  • Atherton Lane Advisers first reported a position in Eli Lilly in Q2 2013 and has held it in 11 quarters since.
  • Atherton Lane Advisers's Eli Lilly position peaked at $21M in Q3 2013.
  • 1,220 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.