J.M. Hartwell’s Eli Lilly LLY Stock Holding History

J.M. Hartwell’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	$338K	Hold	3,019	–	–	0.06%	77
2019 Q2	$334K	Hold	3,019	–	–	0.06%	71
2019 Q1	$392K	Hold	3,019	–	–	0.07%	65
2018 Q4	$349K	Hold	3,019	–	–	0.07%	64
2018 Q3	$324K	Hold	3,019	–	–	0.06%	72
2018 Q2	$258K	Hold	3,019	–	–	0.05%	76
2018 Q1	$234K	Hold	3,019	–	–	0.04%	81
2017 Q4	$255K	Hold	3,019	–	–	0.05%	73
2017 Q3	$258K	Hold	3,019	–	–	0.05%	79
2017 Q2	$248K	Hold	3,019	–	–	0.05%	79
2017 Q1	$254K	Hold	3,019	–	–	0.06%	83
2016 Q4	$222K	Hold	3,019	–	–	0.06%	79
2016 Q3	$242K	Hold	3,019	–	–	0.06%	77
2016 Q2	$238K	Hold	3,019	–	–	0.06%	73
2016 Q1	$217K	Hold	3,019	–	–	0.05%	74
2015 Q4	$254K	Hold	3,019	–	–	0.06%	78
2015 Q3	$253K	Hold	3,019	–	–	0.06%	93
2015 Q2	$252K	Buy	+3,019	New	+$230K	0.05%	106

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

J.M. Hartwell's LLY Position: Q3 2019 in Review

J.M. Hartwell held its Eli Lilly (LLY) position steady in Q3 2019 at 3,019 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #77.

J.M. Hartwell first reported a position in LLY in Q2 2015 and has held it in 18 quarters since. The position peaked at $392K in Q1 2019. 1,524 funds tracked by Wall St. Rank hold LLY as of Q3 2019.

J.M. Hartwell held 3,019 shares of Eli Lilly worth $338K as of Q3 2019.
J.M. Hartwell left its Eli Lilly share count unchanged in Q3 2019.
Eli Lilly made up 0.06% of J.M. Hartwell's portfolio in Q3 2019, its #77 holding.
J.M. Hartwell first reported a position in Eli Lilly in Q2 2015 and has held it in 18 quarters since.
J.M. Hartwell's Eli Lilly position peaked at $392K in Q1 2019.
1,524 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.