Bruderman Asset Management’s Eli Lilly LLY Stock Holding History

Bruderman Asset Management’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	-531	Closed	-$69K	–	357
2019 Q1	$69K	Buy	531 +2	+0.4%	+$243	0.02%	231
2018 Q4	$61K	Buy	529 +495	+1,456%	+$55.3K	0.02%	221
2018 Q3	$4K	Hold	34	–	–	﹤0.01%	315
2018 Q2	$3K	Buy	34 +1	+3%	+$82	﹤0.01%	340
2018 Q1	$3K	Buy	+33	New	+$2.66K	﹤0.01%	328
2016 Q4	–	Sell	-115	Closed	-$9K	–	382
2016 Q3	$9K	Buy	115 +1	+0.9%	+$80	﹤0.01%	336
2016 Q2	$9K	Sell	114 -108	-49%	-$8.13K	﹤0.01%	315
2016 Q1	$16K	Sell	222 -6,068	-96%	-$459K	0.01%	288
2015 Q4	$530K	Sell	6,290 -2,144	-25%	-$178K	0.2%	71
2015 Q3	$706K	Sell	8,434 -823	-9%	-$69.5K	0.28%	60
2015 Q2	$773K	Sell	9,257 -23,545	-72%	-$1.79M	0.3%	60
2015 Q1	$2.38M	Buy	+32,802	New	+$2.34M	0.93%	26

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bruderman Asset Management's LLY Position: Q2 2019 in Review

Bruderman Asset Management sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 531 shares — an estimated $69K sold.

Bruderman Asset Management first reported a position in LLY in Q1 2015 and held it in 12 quarters. The position peaked at $2.38M in Q1 2015. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

Bruderman Asset Management reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 531 Eli Lilly shares in Q2 2019, an estimated $69K.
Bruderman Asset Management first reported a position in Eli Lilly in Q1 2015 and held it in 12 quarters.
Bruderman Asset Management's Eli Lilly position peaked at $2.38M in Q1 2015.
1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.