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Frontier Investment Management’s Eli Lilly LLY Stock Holding History

Frontier 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
2020
Q2 		$351K Buy
2,138
+111
+5% +$17K 0.02% 193
2020
Q1 		$281K Buy
2,027
+400
+25% +$55K 0.02% 197
2019
Q4 		$214K Sell
1,627
-422
-21% -$48.9K 0.01% 300
2019
Q3 		$229K Buy
2,049
+127
+7% +$14.1K 0.01% 256
2019
Q2 		$213K Buy
+1,922
New +$226K 0.01% 240
2014
Q4 		– Sell
-5,181
Closed -$336K – 179
2014
Q3 		$336K Buy
5,181
+72
+1% +$4.56K 0.05% 129
2014
Q2 		$318K Sell
5,109
-62,948
-92% -$3.76M 0.05% 125
2014
Q1 		$4.01M Buy
68,057
+6,950
+11% +$388K 0.71% 40
2013
Q4 		$3.12M Sell
61,107
-1,566
-2% -$78.4K 0.58% 40
2013
Q3 		$3.15M Buy
62,673
+15,655
+33% +$820K 0.58% 37
2013
Q2 		$2.29M Buy
+47,018
New +$2.56M 0.46% 42

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Frontier Investment Management's LLY Position: Q2 2020 in Review

Frontier Investment Management increased its Eli Lilly (LLY) stake by 5.5% in Q2 2020, buying an estimated $17K and bringing the position to 2,138 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #193.

Frontier Investment Management first reported a position in LLY in Q2 2013 and has held it in 11 quarters since. The position peaked at $4.01M in Q1 2014. 1,764 funds tracked by Wall St. Rank hold LLY as of Q2 2020.

  • Frontier Investment Management held 2,138 shares of Eli Lilly worth $351K as of Q2 2020.
  • Frontier Investment Management bought 111 Eli Lilly shares in Q2 2020, an estimated $17K.
  • Eli Lilly made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #193 holding.
  • Frontier Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 11 quarters since.
  • Frontier Investment Management's Eli Lilly position peaked at $4.01M in Q1 2014.
  • 1,764 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.