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Bellwether Investment Group’s Eli Lilly LLY Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-411
Closed -$35K – 364
2017
Q1 		$35K Sell
411
-7,029
-94% -$563K 0.09% 200
2016
Q4 		$547K Buy
+7,440
New +$554K 0.49% 44
2016
Q2 		$586K Buy
+7,437
New +$560K 0.64% 32

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's LLY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Eli Lilly (LLY) in Q2 2017, closing a stake of 411 shares — an estimated $35K sold.

Bellwether Investment Group first reported a position in LLY in Q2 2016 and held it in 3 quarters. The position peaked at $586K in Q2 2016. 1,246 funds tracked by Wall St. Rank hold LLY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Eli Lilly position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 411 Eli Lilly shares in Q2 2017, an estimated $35K.
  • Bellwether Investment Group first reported a position in Eli Lilly in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Eli Lilly position peaked at $586K in Q2 2016.
  • 1,246 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.