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Edge Advisors’s Eli Lilly LLY Stock Holding History

Edge 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
Q2 		$673K Hold
7,895
– – 0.06% 196
2018
Q1 		$610K Sell
7,895
-137
-2% -$11K 0.06% 204
2017
Q4 		$678K Sell
8,032
-82
-1% -$6.98K 0.07% 194
2017
Q3 		$694K Hold
8,114
– – 0.08% 183
2017
Q2 		$667K Sell
8,114
-929
-10% -$75.8K 0.08% 187
2017
Q1 		$760K Buy
9,043
+880
+11% +$70.5K 0.09% 181
2016
Q4 		$600K Buy
+8,163
New +$608K 0.08% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Edge Advisors's LLY Position: Q2 2018 in Review

Edge Advisors held its Eli Lilly (LLY) position steady in Q2 2018 at 7,895 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #196.

Edge Advisors first reported a position in LLY in Q4 2016 and has held it in 7 quarters since. The position peaked at $760K in Q1 2017. 1,368 funds tracked by Wall St. Rank hold LLY as of Q2 2018.

  • Edge Advisors held 7,895 shares of Eli Lilly worth $673K as of Q2 2018.
  • Edge Advisors left its Eli Lilly share count unchanged in Q2 2018.
  • Eli Lilly made up 0.06% of Edge Advisors's portfolio in Q2 2018, its #196 holding.
  • Edge Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Eli Lilly position peaked at $760K in Q1 2017.
  • 1,368 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.