Clarfeld Financial Advisors’s Eli Lilly LLY Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$52K	Buy	+448	New	+$50K	0.04%	95

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Clarfeld Financial Advisors's LLY Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Eli Lilly (LLY) in Q4 2018: 448 shares worth $52K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings.

1,561 funds tracked by Wall St. Rank hold LLY as of Q4 2018.

Clarfeld Financial Advisors held 448 shares of Eli Lilly worth $52K as of Q4 2018.
Eli Lilly was a new Clarfeld Financial Advisors position in Q4 2018.
Eli Lilly made up 0.04% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #95 holding.
1,561 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.