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FMA Advisory’s Eli Lilly LLY Stock Holding History

FMA Advisory’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
2015
Q2 		$93K Buy
+1,120
New +$85.3K 0.06% 151
2013
Q4 		– Sell
-8,142
Closed -$410K – 147
2013
Q3 		$410K Buy
8,142
+19
+0.2% +$995 0.16% 132
2013
Q2 		$399K Buy
+8,123
New +$442K 0.17% 129

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FMA Advisory's LLY Position: Q2 2015 in Review

FMA Advisory opened a new position in Eli Lilly (LLY) in Q2 2015: 1,120 shares worth $93K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings. This is a return to the name: FMA Advisory previously reported a position in LLY as recently as Q3 2013.

FMA Advisory first reported a position in LLY in Q2 2013 and has held it in 3 quarters since. The position peaked at $410K in Q3 2013. 1,138 funds tracked by Wall St. Rank hold LLY as of Q2 2015.

  • FMA Advisory held 1,120 shares of Eli Lilly worth $93K as of Q2 2015.
  • Eli Lilly was a new FMA Advisory position in Q2 2015.
  • Eli Lilly made up 0.06% of FMA Advisory's portfolio in Q2 2015, its #151 holding.
  • FMA Advisory first reported a position in Eli Lilly in Q2 2013 and has held it in 3 quarters since.
  • FMA Advisory's Eli Lilly position peaked at $410K in Q3 2013.
  • 1,138 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.