Guardian Investor Services’s Eli Lilly LLY Stock Holding History

Guardian Investor Services’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 Q1	$491K	Sell	6,753 -33	-0.5%	-$2.35K	0.39%	59
2014 Q4	$468K	Sell	6,786 -189	-3%	-$12.8K	0.37%	63
2014 Q3	$452K	Sell	6,975 -355	-5%	-$22.5K	0.36%	63
2014 Q2	$456K	Sell	7,330 -315	-4%	-$18.8K	0.35%	71
2014 Q1	$450K	Sell	7,645 -298	-4%	-$16.6K	0.35%	71
2013 Q4	$405K	Hold	7,943	–	–	0.31%	78
2013 Q3	$400K	Sell	7,943 -166	-2%	-$8.69K	0.33%	75
2013 Q2	$398K	Buy	+8,109	New	+$441K	0.34%	70

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Guardian Investor Services's LLY Position: Q1 2015 in Review

Guardian Investor Services reduced its Eli Lilly (LLY) stake by 0.49% in Q1 2015, selling an estimated $2.35K and leaving 6,753 shares worth $491K. The position accounts for 0.39% of the portfolio, ranked #59.

Guardian Investor Services first reported a position in LLY in Q2 2013 and has held it in 8 quarters since. 1,118 funds tracked by Wall St. Rank hold LLY as of Q1 2015.

Guardian Investor Services held 6,753 shares of Eli Lilly worth $491K as of Q1 2015.
Guardian Investor Services sold 33 Eli Lilly shares in Q1 2015, an estimated $2.35K.
Eli Lilly made up 0.39% of Guardian Investor Services's portfolio in Q1 2015, its #59 holding.
Guardian Investor Services first reported a position in Eli Lilly in Q2 2013 and has held it in 8 quarters since.
1,118 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.