PIP
LLY icon

Palisades Investment Partners’s Eli Lilly LLY Stock Holding History

Palisades Investment Partners’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
Q2 		$1.18M Sell
18,900
-7,100
-27% -$424K 2.09% 9
2014
Q1 		$1.53M Buy
26,000
+9,000
+53% +$502K 1.66% 17
2013
Q4 		$869K Sell
17,000
-5,300
-24% -$265K 0.96% 45
2013
Q3 		$1.12M Buy
+22,300
New +$1.17M 1.06% 42

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Palisades Investment Partners's LLY Position: Q2 2014 in Review

Palisades Investment Partners reduced its Eli Lilly (LLY) stake by 27% in Q2 2014, selling an estimated $424K and leaving 18,900 shares worth $1.18M. The position accounts for 2.09% of the portfolio, ranked #9.

Palisades Investment Partners first reported a position in LLY in Q3 2013 and has held it in 4 quarters since. The position peaked at $1.53M in Q1 2014. 1,029 funds tracked by Wall St. Rank hold LLY as of Q2 2014.

  • Palisades Investment Partners held 18,900 shares of Eli Lilly worth $1.18M as of Q2 2014.
  • Palisades Investment Partners sold 7,100 Eli Lilly shares in Q2 2014, an estimated $424K.
  • Eli Lilly made up 2.09% of Palisades Investment Partners's portfolio in Q2 2014, its #9 holding.
  • Palisades Investment Partners first reported a position in Eli Lilly in Q3 2013 and has held it in 4 quarters since.
  • Palisades Investment Partners's Eli Lilly position peaked at $1.53M in Q1 2014.
  • 1,029 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.