SFM
LLY icon

Signature Financial Management’s Eli Lilly LLY Stock Holding History

Signature Financial 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
2017
Q4 		– Sell
-2,988
Closed -$207K – 134
2017
Q3 		$207K Buy
+2,988
New +$245K 0.06% 154

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
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
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

Signature Financial Management's LLY Position: Q4 2017 in Review

Signature Financial Management sold out of Eli Lilly (LLY) in Q4 2017, closing a stake of 2,988 shares — an estimated $207K sold.

Signature Financial Management first reported a position in LLY in Q3 2017 and held it in 1 quarter. The position peaked at $207K in Q3 2017. 1,373 funds tracked by Wall St. Rank hold LLY as of Q4 2017.

  • Signature Financial Management reported no remaining Eli Lilly position as of Q4 2017 after selling out during the quarter.
  • Signature Financial Management sold 2,988 Eli Lilly shares in Q4 2017, an estimated $207K.
  • Signature Financial Management first reported a position in Eli Lilly in Q3 2017 and held it in 1 quarter.
  • Signature Financial Management's Eli Lilly position peaked at $207K in Q3 2017.
  • 1,373 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2017.

Based on Signature Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.