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Kovitz Investment Group’s Eli Lilly LLY Stock Holding History

Kovitz 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 		$1.13M Hold
13,350
– – 0.07% 75
2015
Q3 		$1.12M Sell
13,350
-2,376
-15% -$201K 0.07% 63
2015
Q2 		$1.31M Sell
15,726
-766
-5% -$58.4K 0.07% 66
2015
Q1 		$1.2M Sell
16,492
-3,300
-17% -$235K 0.07% 66
2014
Q4 		$1.36M Sell
19,792
-400
-2% -$27K 0.07% 67
2014
Q3 		$1.31M Sell
20,192
-2,505
-11% -$159K 0.07% 63
2014
Q2 		$1.41M Sell
22,697
-6,878
-23% -$410K 0.07% 66
2014
Q1 		$1.68M Sell
29,575
-1,231
-4% -$68.7K 0.09% 66
2013
Q4 		$1.57M Buy
30,806
+8,040
+35% +$403K 0.07% 67
2013
Q3 		$1.15M Sell
22,766
-2,109
-8% -$110K 0.06% 69
2013
Q2 		$1.22M Buy
+24,875
New +$1.35M 0.06% 68

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
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