Foresters Investment Management’s Eli Lilly LLY Stock Holding History

Foresters Investment 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 Q3	$15.5M	Sell	138,800 -78,558	-36%	-$8.75M	0.31%	108
2019 Q2	$24.1M	Sell	217,358 -42,792	-16%	-$5.04M	0.43%	70
2019 Q1	$33.8M	Buy	260,150 +98,050	+60%	+$11.9M	0.59%	45
2018 Q4	$18.8M	Buy	+162,100	New	+$18.1M	0.35%	95
2018 Q1	–	Sell	-822	Closed	-$69K	–	490
2017 Q4	$69K	Buy	822 +85	+12%	+$7.23K	﹤0.01%	576
2017 Q3	$63K	Hold	737	–	–	﹤0.01%	572
2017 Q2	$61K	Buy	+737	New	+$60.1K	﹤0.01%	572

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 $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foresters Investment Management's LLY Position: Q3 2019 in Review

Foresters Investment Management reduced its Eli Lilly (LLY) stake by 36% in Q3 2019, selling an estimated $8.75M and leaving 138,800 shares worth $15.5M. The position accounts for 0.31% of the portfolio, ranked #108.

Foresters Investment Management first reported a position in LLY in Q2 2017 and has held it in 7 quarters since. The position peaked at $33.8M in Q1 2019. 1,525 funds tracked by Wall St. Rank hold LLY as of Q3 2019.

Foresters Investment Management held 138,800 shares of Eli Lilly worth $15.5M as of Q3 2019.
Foresters Investment Management sold 78,558 Eli Lilly shares in Q3 2019, an estimated $8.75M.
Eli Lilly made up 0.31% of Foresters Investment Management's portfolio in Q3 2019, its #108 holding.
Foresters Investment Management first reported a position in Eli Lilly in Q2 2017 and has held it in 7 quarters since.
Foresters Investment Management's Eli Lilly position peaked at $33.8M in Q1 2019.
1,525 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.