Lodestar Investment Counsel’s Eli Lilly LLY Stock Holding History

Lodestar Investment Counsel’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 Q2	$1.2M	Hold	10,870	–	–	0.12%	86
2019 Q1	$1.41M	Buy	10,870 +520	+5%	+$63.2K	0.15%	81
2018 Q4	$1.2M	Hold	10,350	–	–	0.15%	81
2018 Q3	$1.11M	Hold	10,350	–	–	0.12%	91
2018 Q2	$883K	Sell	10,350 -12	-0.1%	-$986	0.1%	98
2018 Q1	$802K	Sell	10,362 -50	-0.5%	-$4.03K	0.09%	100
2017 Q4	$879K	Hold	10,412	–	–	0.1%	95
2017 Q3	$891K	Hold	10,412	–	–	0.11%	94
2017 Q2	$857K	Sell	10,412 -23	-0.2%	-$1.88K	0.11%	90
2017 Q1	$878K	Buy	10,435 +23	+0.2%	+$1.84K	0.11%	88
2016 Q4	$766K	Hold	10,412	–	–	0.1%	92
2016 Q3	$836K	Sell	10,412 -267	-3%	-$21.4K	0.12%	84
2016 Q2	$841K	Hold	10,679	–	–	0.12%	82
2016 Q1	$769K	Hold	10,679	–	–	0.11%	88
2015 Q4	$900K	Hold	10,679	–	–	0.14%	75
2015 Q3	$894K	Hold	10,679	–	–	0.15%	73
2015 Q2	$892K	Hold	10,679	–	–	0.14%	78
2015 Q1	$776K	Buy	10,679 +112	+1%	+$7.97K	0.12%	84
2014 Q4	$729K	Hold	10,567	–	–	0.21%	60
2014 Q3	$685K	Sell	10,567 -333	-3%	-$21.1K	0.21%	61
2014 Q2	$678K	Hold	10,900	–	–	0.2%	66
2014 Q1	$642K	Hold	10,900	–	–	0.2%	66
2013 Q4	$556K	Hold	10,900	–	–	0.18%	66
2013 Q3	$549K	Hold	10,900	–	–	0.2%	64
2013 Q2	$535K	Buy	+10,900	New	+$593K	0.2%	62

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

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

Lodestar Investment Counsel's LLY Position: Q2 2019 in Review

Lodestar Investment Counsel held its Eli Lilly (LLY) position steady in Q2 2019 at 10,870 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #86.

Lodestar Investment Counsel first reported a position in LLY in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.41M in Q1 2019. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

Lodestar Investment Counsel held 10,870 shares of Eli Lilly worth $1.2M as of Q2 2019.
Lodestar Investment Counsel left its Eli Lilly share count unchanged in Q2 2019.
Eli Lilly made up 0.12% of Lodestar Investment Counsel's portfolio in Q2 2019, its #86 holding.
Lodestar Investment Counsel first reported a position in Eli Lilly in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's Eli Lilly position peaked at $1.41M in Q1 2019.
1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.