Beacon Capital Management Inc (Ohio)’s Eli Lilly LLY Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-42	Closed	-$3K	–	83
2018 Q1	$3K	Buy	+42	New	+$3.38K	﹤0.01%	62
2017 Q3	–	Sell	-247	Closed	-$20K	–	73
2017 Q2	$20K	Sell	247 -1	-0.4%	-$82	﹤0.01%	43
2017 Q1	$21K	Buy	+248	New	+$19.9K	﹤0.01%	42
2016 Q1	–	Sell	-5	Closed	–	–	276
2015 Q4	$0	Buy	+5	New	+$415	﹤0.01%	319
2015 Q1	–	Sell	-223	Closed	-$15K	–	247
2014 Q4	$15K	Hold	223	–	–	﹤0.01%	117
2014 Q3	$14K	Hold	223	–	–	﹤0.01%	131
2014 Q2	$14K	Sell	223 -6	-3%	-$358	﹤0.01%	138
2014 Q1	$13K	Buy	229 +6	+3%	+$335	﹤0.01%	135
2013 Q4	$11K	Buy	+223	New	+$11.2K	﹤0.01%	145

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s LLY Position: Q2 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Eli Lilly (LLY) in Q2 2018, closing a stake of 42 shares — an estimated $3K sold.

Beacon Capital Management Inc (Ohio) first reported a position in LLY in Q4 2013 and held it in 9 quarters. The position peaked at $21K in Q1 2017. 1,368 funds tracked by Wall St. Rank hold LLY as of Q2 2018.

Beacon Capital Management Inc (Ohio) reported no remaining Eli Lilly position as of Q2 2018 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 42 Eli Lilly shares in Q2 2018, an estimated $3K.
Beacon Capital Management Inc (Ohio) first reported a position in Eli Lilly in Q4 2013 and held it in 9 quarters.
Beacon Capital Management Inc (Ohio)'s Eli Lilly position peaked at $21K in Q1 2017.
1,368 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2018, filed 16 Jul 2018.