LI
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Longer Investments’s Eli Lilly LLY Stock Holding History

Longer Investments’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
2016
Q1 		– Sell
-27,128
Closed -$2.29M – 51
2015
Q4 		$2.29M Buy
+27,128
New +$2.25M 2.01% 14
2013
Q4 		– Sell
-37,340
Closed -$1.88M – 52
2013
Q3 		$1.88M Buy
+37,340
New +$1.95M 1.51% 25

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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 $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Longer Investments's LLY Position: Q1 2016 in Review

Longer Investments sold out of Eli Lilly (LLY) in Q1 2016, closing a stake of 27,128 shares — an estimated $2.29M sold.

Longer Investments first reported a position in LLY in Q3 2013 and held it in 2 quarters. The position peaked at $2.29M in Q4 2015. 1,152 funds tracked by Wall St. Rank hold LLY as of Q1 2016.

  • Longer Investments reported no remaining Eli Lilly position as of Q1 2016 after selling out during the quarter.
  • Longer Investments sold 27,128 Eli Lilly shares in Q1 2016, an estimated $2.29M.
  • Longer Investments first reported a position in Eli Lilly in Q3 2013 and held it in 2 quarters.
  • Longer Investments's Eli Lilly position peaked at $2.29M in Q4 2015.
  • 1,152 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2016.

Based on Longer Investments's 13F filing for Q1 2016, filed 27 Apr 2016.