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Banyan Partners’s Eli Lilly LLY Stock Holding History

Banyan 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
2014
Q3 		$1.29M Buy
19,879
+847
+4% +$53.6K 0.11% 199
2014
Q2 		$1.18M Sell
19,032
-7,192
-27% -$429K 0.1% 219
2014
Q1 		$1.54M Sell
26,224
-1,760
-6% -$98.2K 0.13% 179
2013
Q4 		$1.43M Buy
27,984
+346
+1% +$17.3K 0.1% 198
2013
Q3 		$1.39M Buy
+27,638
New +$1.45M 0.12% 152

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Banyan Partners's LLY Position: Q3 2014 in Review

Banyan Partners increased its Eli Lilly (LLY) stake by 4.5% in Q3 2014, buying an estimated $53.6K and bringing the position to 19,879 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #199.

Banyan Partners first reported a position in LLY in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.54M in Q1 2014. 1,040 funds tracked by Wall St. Rank hold LLY as of Q3 2014.

  • Banyan Partners held 19,879 shares of Eli Lilly worth $1.29M as of Q3 2014.
  • Banyan Partners bought 847 Eli Lilly shares in Q3 2014, an estimated $53.6K.
  • Eli Lilly made up 0.11% of Banyan Partners's portfolio in Q3 2014, its #199 holding.
  • Banyan Partners first reported a position in Eli Lilly in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Eli Lilly position peaked at $1.54M in Q1 2014.
  • 1,040 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.