Biegel & Waller’s Eli Lilly LLY Stock Holding History

Biegel & Waller’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
2019 Q2	–	Sell	-1,561	Closed	-$203K	–	81
2019 Q1	$203K	Sell	1,561 -251	-14%	-$30.5K	0.1%	71
2018 Q4	$210K	Sell	1,812 -301	-14%	-$33.6K	0.12%	65
2018 Q3	$227K	Buy	+2,113	New	+$211K	0.13%	67
2017 Q3	–	Sell	-3,376	Closed	-$278K	–	60
2017 Q2	$278K	Hold	3,376	–	–	0.17%	43
2017 Q1	$284K	Buy	3,376 +8	+0.2%	+$641	0.2%	35
2016 Q4	$251K	Buy	+3,368	New	+$251K	0.18%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Biegel & Waller's LLY Position: Q2 2019 in Review

Biegel & Waller sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 1,561 shares — an estimated $203K sold.

Biegel & Waller first reported a position in LLY in Q4 2016 and held it in 6 quarters. The position peaked at $284K in Q1 2017. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

Biegel & Waller reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
Biegel & Waller sold 1,561 Eli Lilly shares in Q2 2019, an estimated $203K.
Biegel & Waller first reported a position in Eli Lilly in Q4 2016 and held it in 6 quarters.
Biegel & Waller's Eli Lilly position peaked at $284K in Q1 2017.
1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Biegel & Waller's 13F filing for Q2 2019, filed 23 Jul 2019.