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Lyons Wealth Management’s Eli Lilly LLY Stock Holding History

Lyons Wealth 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
2014
Q3 		– Sell
-17,490
Closed -$1.09M – 78
2014
Q2 		$1.09M Buy
17,490
+1,570
+10% +$93.7K 0.97% 17
2014
Q1 		$936K Buy
15,920
+3,798
+31% +$212K 0.82% 15
2013
Q4 		$617K Buy
12,122
+2,324
+24% +$116K 0.58% 19
2013
Q3 		$496K Buy
9,798
+2,159
+28% +$113K 0.45% 21
2013
Q2 		$376K Buy
+7,639
New +$416K 0.38% 26

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lyons Wealth Management's LLY Position: Q3 2014 in Review

Lyons Wealth Management sold out of Eli Lilly (LLY) in Q3 2014, closing a stake of 17,490 shares — an estimated $1.09M sold.

Lyons Wealth Management first reported a position in LLY in Q2 2013 and held it in 5 quarters. The position peaked at $1.09M in Q2 2014. 1,041 funds tracked by Wall St. Rank hold LLY as of Q3 2014.

  • Lyons Wealth Management reported no remaining Eli Lilly position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 17,490 Eli Lilly shares in Q3 2014, an estimated $1.09M.
  • Lyons Wealth Management first reported a position in Eli Lilly in Q2 2013 and held it in 5 quarters.
  • Lyons Wealth Management's Eli Lilly position peaked at $1.09M in Q2 2014.
  • 1,041 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.