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Seven Bridges Advisors’s Eli Lilly LLY Stock Holding History

Seven Bridges 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
2017
Q1 		– Sell
-3,674
Closed -$270K – 151
2016
Q4 		$270K Sell
3,674
-1,732
-32% -$129K 0.28% 91
2016
Q3 		$434K Sell
5,406
-1,554
-22% -$124K 0.39% 66
2016
Q2 		$548K Buy
+6,960
New +$524K 0.47% 58

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seven Bridges Advisors's LLY Position: Q1 2017 in Review

Seven Bridges Advisors sold out of Eli Lilly (LLY) in Q1 2017, closing a stake of 3,674 shares — an estimated $270K sold.

Seven Bridges Advisors first reported a position in LLY in Q2 2016 and held it in 3 quarters. The position peaked at $548K in Q2 2016. 1,249 funds tracked by Wall St. Rank hold LLY as of Q1 2017.

  • Seven Bridges Advisors reported no remaining Eli Lilly position as of Q1 2017 after selling out during the quarter.
  • Seven Bridges Advisors sold 3,674 Eli Lilly shares in Q1 2017, an estimated $270K.
  • Seven Bridges Advisors first reported a position in Eli Lilly in Q2 2016 and held it in 3 quarters.
  • Seven Bridges Advisors's Eli Lilly position peaked at $548K in Q2 2016.
  • 1,249 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2017.

Based on Seven Bridges Advisors's 13F filing for Q1 2017, filed 15 May 2017.