LOM
LLY icon

Loeb Offshore Management’s Eli Lilly LLY Stock Holding History

Loeb Offshore 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
2013
Q4 		– Sell
-5,075
Closed -$255K – 214
2013
Q3 		$255K Buy
+5,075
New +$266K 0.08% 173

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loeb Offshore Management's LLY Position: Q4 2013 in Review

Loeb Offshore Management sold out of Eli Lilly (LLY) in Q4 2013, closing a stake of 5,075 shares — an estimated $255K sold.

Loeb Offshore Management first reported a position in LLY in Q3 2013 and held it in 1 quarter. The position peaked at $255K in Q3 2013. 1,004 funds tracked by Wall St. Rank hold LLY as of Q4 2013.

  • Loeb Offshore Management reported no remaining Eli Lilly position as of Q4 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 5,075 Eli Lilly shares in Q4 2013, an estimated $255K.
  • Loeb Offshore Management first reported a position in Eli Lilly in Q3 2013 and held it in 1 quarter.
  • Loeb Offshore Management's Eli Lilly position peaked at $255K in Q3 2013.
  • 1,004 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2013.

Based on Loeb Offshore Management's 13F filing for Q4 2013, filed 14 Feb 2014.