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Kaizen Advisory’s Eli Lilly LLY Stock Holding History

Kaizen Advisory’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
2018
Q4 		$306K Buy
2,646
+352
+15% +$39.3K 0.21% 138
2018
Q3 		$246K Hold
2,294
– – 0.13% 152
2018
Q2 		$196K Buy
2,294
+1,349
+143% +$111K 0.1% 161
2018
Q1 		$73K Hold
945
– – 0.07% 153
2017
Q4 		$80K Buy
+945
New +$80.4K 0.05% 152

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kaizen Advisory's LLY Position: Q4 2018 in Review

Kaizen Advisory increased its Eli Lilly (LLY) stake by 15% in Q4 2018, buying an estimated $39.3K and bringing the position to 2,646 shares worth $306K. The position accounts for 0.21% of the portfolio, ranked #138.

Kaizen Advisory first reported a position in LLY in Q4 2017 and has held it in 5 quarters since. 1,560 funds tracked by Wall St. Rank hold LLY as of Q4 2018.

  • Kaizen Advisory held 2,646 shares of Eli Lilly worth $306K as of Q4 2018.
  • Kaizen Advisory bought 352 Eli Lilly shares in Q4 2018, an estimated $39.3K.
  • Eli Lilly made up 0.21% of Kaizen Advisory's portfolio in Q4 2018, its #138 holding.
  • Kaizen Advisory first reported a position in Eli Lilly in Q4 2017 and has held it in 5 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.