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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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return