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Poehling Capital Management’s Eli Lilly LLY Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-200
Closed -$17K – 195
2018
Q2 		$17K Hold
200
– – 0.01% 205
2018
Q1 		$15K Buy
200
+100
+100% +$8.05K 0.01% 213
2017
Q4 		$8K Buy
+100
New +$8.51K 0.01% 229

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Poehling Capital Management's LLY Position: Q3 2018 in Review

Poehling Capital Management sold out of Eli Lilly (LLY) in Q3 2018, closing a stake of 200 shares — an estimated $17K sold.

Poehling Capital Management first reported a position in LLY in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 1,431 funds tracked by Wall St. Rank hold LLY as of Q3 2018.

  • Poehling Capital Management reported no remaining Eli Lilly position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 200 Eli Lilly shares in Q3 2018, an estimated $17K.
  • Poehling Capital Management first reported a position in Eli Lilly in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Eli Lilly position peaked at $17K in Q2 2018.
  • 1,431 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.