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Foresters Asset Management’s Eli Lilly LLY Stock Holding History

Foresters 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
2016
Q4 		– Sell
-73,450
Closed -$5.89M – 83
2016
Q3 		$5.89M Buy
73,450
+3,350
+5% +$268K 3.03% 4
2016
Q2 		$5.52M Buy
+70,100
New +$5.28M 2.87% 5

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Foresters Asset Management's LLY Position: Q4 2016 in Review

Foresters Asset Management sold out of Eli Lilly (LLY) in Q4 2016, closing a stake of 73,450 shares — an estimated $5.89M sold.

Foresters Asset Management first reported a position in LLY in Q2 2016 and held it in 2 quarters. The position peaked at $5.89M in Q3 2016. 1,212 funds tracked by Wall St. Rank hold LLY as of Q4 2016.

  • Foresters Asset Management reported no remaining Eli Lilly position as of Q4 2016 after selling out during the quarter.
  • Foresters Asset Management sold 73,450 Eli Lilly shares in Q4 2016, an estimated $5.89M.
  • Foresters Asset Management first reported a position in Eli Lilly in Q2 2016 and held it in 2 quarters.
  • Foresters Asset Management's Eli Lilly position peaked at $5.89M in Q3 2016.
  • 1,212 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2016.

Based on Foresters Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.