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Fusion Investment Group’s Eli Lilly LLY Stock Holding History

Fusion Investment Group’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
Q4 		– Sell
-114
Closed -$10K – 117
2015
Q3 		$10K Buy
+114
New +$9.62K 0.02% 129
2014
Q2 		– Sell
-510
Closed -$34K – 236
2014
Q1 		$34K Sell
510
-6,751
-93% -$377K 0.03% 137
2013
Q4 		$370K Buy
+7,261
New +$364K 0.27% 86

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fusion Investment Group's LLY Position: Q4 2015 in Review

Fusion Investment Group sold out of Eli Lilly (LLY) in Q4 2015, closing a stake of 114 shares — an estimated $10K sold.

Fusion Investment Group first reported a position in LLY in Q4 2013 and held it in 3 quarters. The position peaked at $370K in Q4 2013. 1,221 funds tracked by Wall St. Rank hold LLY as of Q4 2015.

  • Fusion Investment Group reported no remaining Eli Lilly position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 114 Eli Lilly shares in Q4 2015, an estimated $10K.
  • Fusion Investment Group first reported a position in Eli Lilly in Q4 2013 and held it in 3 quarters.
  • Fusion Investment Group's Eli Lilly position peaked at $370K in Q4 2013.
  • 1,221 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.