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Merit Investment Management’s Eli Lilly LLY Stock Holding History

Merit Investment 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
-93,075
Closed -$4.71M – 41
2013
Q3 		$4.71M Buy
+93,075
New +$4.87M 5.66% 2

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

Merit Investment Management's LLY Position: Q4 2013 in Review

Merit Investment Management sold out of Eli Lilly (LLY) in Q4 2013, closing a stake of 93,075 shares — an estimated $4.71M sold.

Merit Investment Management first reported a position in LLY in Q3 2013 and held it in 1 quarter. The position peaked at $4.71M in Q3 2013. 1,005 funds tracked by Wall St. Rank hold LLY as of Q4 2013.

  • Merit Investment Management reported no remaining Eli Lilly position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 93,075 Eli Lilly shares in Q4 2013, an estimated $4.71M.
  • Merit Investment Management first reported a position in Eli Lilly in Q3 2013 and held it in 1 quarter.
  • Merit Investment Management's Eli Lilly position peaked at $4.71M in Q3 2013.
  • 1,005 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.