SKK
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Shepherd Kaplan Krochuk’s Eli Lilly LLY Stock Holding History

Shepherd Kaplan Krochuk’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
-4,675
Closed -$235K – 586
2013
Q3 		$235K Buy
+4,675
New +$245K 0.04% 395

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

Shepherd Kaplan Krochuk's LLY Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Eli Lilly (LLY) in Q4 2013, closing a stake of 4,675 shares — an estimated $235K sold.

Shepherd Kaplan Krochuk first reported a position in LLY in Q3 2013 and held it in 1 quarter. The position peaked at $235K in Q3 2013. 1,004 funds tracked by Wall St. Rank hold LLY as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Eli Lilly position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,675 Eli Lilly shares in Q4 2013, an estimated $235K.
  • Shepherd Kaplan Krochuk first reported a position in Eli Lilly in Q3 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Eli Lilly position peaked at $235K in Q3 2013.
  • 1,004 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.