Catamount Wealth Management’s Eli Lilly LLY Stock Holding History

Catamount Wealth 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 Q1	$65K	Hold	500	–	–	0.04%	78
2018 Q4	$60K	Hold	500	–	–	0.04%	65
2018 Q3	$54K	Hold	500	–	–	0.03%	79
2018 Q2	$51K	Hold	500	–	–	0.02%	77
2018 Q1	$39K	Hold	500	–	–	0.02%	85
2017 Q4	$42K	Hold	500	–	–	0.02%	84
2017 Q3	$43K	Hold	500	–	–	0.03%	83
2017 Q2	$41K	Hold	500	–	–	0.03%	94
2017 Q1	$42K	Hold	500	–	–	0.03%	85
2016 Q4	$37K	Hold	500	–	–	0.03%	76
2016 Q3	$41K	Sell	500 -200	-29%	-$16K	0.04%	73
2016 Q2	$55K	Hold	700	–	–	0.06%	47
2016 Q1	$50K	Sell	700 -206	-23%	-$15.6K	0.06%	49
2015 Q4	$76K	Buy	906 +206	+29%	+$17.1K	0.07%	39
2015 Q3	$59K	Hold	700	–	–	0.06%	44
2015 Q2	$58K	Hold	700	–	–	0.04%	63
2015 Q1	$51K	Buy	+700	New	+$49.8K	0.04%	60

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Catamount Wealth Management's LLY Position: Q1 2019 in Review

Catamount Wealth Management held its Eli Lilly (LLY) position steady in Q1 2019 at 500 shares worth $65K. The position accounts for 0.04% of the portfolio, ranked #78.

Catamount Wealth Management first reported a position in LLY in Q1 2015 and has held it in 17 quarters since. The position peaked at $76K in Q4 2015. 1,604 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

Catamount Wealth Management held 500 shares of Eli Lilly worth $65K as of Q1 2019.
Catamount Wealth Management left its Eli Lilly share count unchanged in Q1 2019.
Eli Lilly made up 0.04% of Catamount Wealth Management's portfolio in Q1 2019, its #78 holding.
Catamount Wealth Management first reported a position in Eli Lilly in Q1 2015 and has held it in 17 quarters since.
Catamount Wealth Management's Eli Lilly position peaked at $76K in Q4 2015.
1,604 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.