Jupiter Investment Management’s Eli Lilly LLY Stock Holding History

Jupiter 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	$75.1M	Buy	457,409 +150,353	+49%	+$23.1M	1.2%	18
2020 Q1	$42.6M	Buy	307,056 +116,660	+61%	+$16M	0.83%	33
2019 Q4	$25M	Buy	190,396 +3,167	+2%	+$367K	0.35%	92
2019 Q3	$20.9M	Sell	187,229 -422,792	-69%	-$47.1M	0.27%	111
2019 Q2	$67.6M	Buy	+610,021	New	+$71.8M	0.69%	49
2019 Q1	–	Sell	-185,548	Closed	-$21.5M	–	399
2018 Q4	$21.5M	Buy	+185,548	New	+$20.7M	0.19%	116
2018 Q3	–	Sell	-4,206	Closed	-$358K	–	408
2018 Q2	$358K	Buy	+4,206	New	+$345K	﹤0.01%	333
2016 Q3	–	Sell	-175	Closed	-$13K	–	404
2016 Q2	$13K	Sell	175 -39,630	-100%	-$2.98M	﹤0.01%	408
2016 Q1	$2.87M	Sell	39,805 -89,276	-69%	-$6.76M	0.06%	213
2015 Q4	$10.9M	Buy	+129,081	New	+$10.7M	0.29%	97
2015 Q1	–	Sell	-78,980	Closed	-$5.45M	–	386
2014 Q4	$5.45M	Buy	+78,980	New	+$5.33M	0.19%	124
2013 Q4	–	Sell	-40,600	Closed	-$2.04M	–	369
2013 Q3	$2.04M	Sell	40,600 -116,600	-74%	-$6.1M	0.19%	161
2013 Q2	$7.72M	Buy	+157,200	New	+$8.55M	0.93%	19

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Jupiter Investment Management increased its Eli Lilly (LLY) stake by 49% in Q2 2020, buying an estimated $23.1M and bringing the position to 457,409 shares worth $75.1M. The position accounts for 1.2% of the portfolio, ranked #18.

Jupiter Investment Management first reported a position in LLY in Q2 2013 and has held it in 13 quarters since. 1,764 funds tracked by Wall St. Rank hold LLY as of Q2 2020.

Jupiter Investment Management held 457,409 shares of Eli Lilly worth $75.1M as of Q2 2020.
Jupiter Investment Management bought 150,353 Eli Lilly shares in Q2 2020, an estimated $23.1M.
Eli Lilly made up 1.2% of Jupiter Investment Management's portfolio in Q2 2020, its #18 holding.
Jupiter Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 13 quarters since.
1,764 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.