Stevens First Principles Investment Advisors’s Eli Lilly LLY Stock Holding History

Stevens First Principles 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
2019 Q2	$4K	Buy	+34	New	+$4K	﹤0.01%	144
2016 Q1	–	Sell	-1,000	Closed	-$84K	–	171
2015 Q4	$84K	Buy	+1,000	New	+$83K	0.07%	87

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stevens First Principles Investment Advisors's LLY Position: Q2 2019 in Review

Stevens First Principles Investment Advisors opened a new position in Eli Lilly (LLY) in Q2 2019: 34 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Stevens First Principles Investment Advisors previously reported a position in LLY as recently as Q4 2015.

Stevens First Principles Investment Advisors first reported a position in LLY in Q4 2015 and has held it in 2 quarters since. The position peaked at $84K in Q4 2015. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

Stevens First Principles Investment Advisors held 34 shares of Eli Lilly worth $4K as of Q2 2019.
Eli Lilly was a new Stevens First Principles Investment Advisors position in Q2 2019.
Eli Lilly made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #144 holding.
Stevens First Principles Investment Advisors first reported a position in Eli Lilly in Q4 2015 and has held it in 2 quarters since.
Stevens First Principles Investment Advisors's Eli Lilly position peaked at $84K in Q4 2015.
1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.