Peachtree Investment Advisors’s Eli Lilly LLY Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	–	Sell	-1,930	Closed	-$207K	–	79
2018 Q3	$207K	Buy	+1,930	New	+$193K	0.14%	75
2018 Q1	–	Sell	-4,360	Closed	-$368K	–	78
2017 Q4	$368K	Hold	4,360	–	–	0.28%	66
2017 Q3	$373K	Hold	4,360	–	–	0.32%	62
2017 Q2	$359K	Hold	4,360	–	–	0.31%	65
2017 Q1	$367K	Hold	4,360	–	–	0.34%	62
2016 Q4	$321K	Hold	4,360	–	–	0.32%	74
2016 Q3	$350K	Hold	4,360	–	–	0.34%	65
2016 Q2	$343K	Sell	4,360 -6,000	-58%	-$452K	0.35%	72
2016 Q1	$746K	Hold	10,360	–	–	0.75%	43
2015 Q4	$873K	Hold	10,360	–	–	0.91%	39
2015 Q3	$867K	Hold	10,360	–	–	0.9%	37
2015 Q2	$865K	Hold	10,360	–	–	0.65%	48
2015 Q1	$753K	Hold	10,360	–	–	0.54%	55
2014 Q4	$715K	Sell	10,360 -955	-8%	-$64.5K	0.48%	61
2014 Q3	$734K	Hold	11,315	–	–	0.49%	58
2014 Q2	$703K	Sell	11,315 -120	-1%	-$7.16K	0.47%	61
2014 Q1	$673K	Hold	11,435	–	–	0.46%	63
2013 Q4	$583K	Buy	+11,435	New	+$573K	0.4%	73

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Peachtree Investment Advisors's LLY Position: Q4 2018 in Review

Peachtree Investment Advisors sold out of Eli Lilly (LLY) in Q4 2018, closing a stake of 1,930 shares — an estimated $207K sold.

Peachtree Investment Advisors first reported a position in LLY in Q4 2013 and held it in 18 quarters. The position peaked at $873K in Q4 2015. 1,560 funds tracked by Wall St. Rank hold LLY as of Q4 2018.

Peachtree Investment Advisors reported no remaining Eli Lilly position as of Q4 2018 after selling out during the quarter.
Peachtree Investment Advisors sold 1,930 Eli Lilly shares in Q4 2018, an estimated $207K.
Peachtree Investment Advisors first reported a position in Eli Lilly in Q4 2013 and held it in 18 quarters.
Peachtree Investment Advisors's Eli Lilly position peaked at $873K in Q4 2015.
1,560 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.