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Turner Investments’s Eli Lilly LLY Stock Holding History

Turner Investments’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
2016
Q4 		– Sell
-300
Closed -$24K – 279
2016
Q3 		$24K Hold
300
– – 0.01% 177
2016
Q2 		$24K Hold
300
– – 0.01% 195
2016
Q1 		$22K Sell
300
-91,590
-100% -$6.93M 0.01% 202
2015
Q4 		$7.74M Buy
91,890
+10,000
+12% +$830K 1.6% 7
2015
Q3 		$6.85M Buy
+81,890
New +$6.91M 1.39% 9
2015
Q2 		– Sell
-500
Closed -$36K – 332
2015
Q1 		$36K Buy
+500
New +$35.6K 0.01% 323
2014
Q2 		– Sell
-73,170
Closed -$4.31M – 609
2014
Q1 		$4.31M Buy
+73,170
New +$4.08M 0.11% 223

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Turner Investments's LLY Position: Q4 2016 in Review

Turner Investments sold out of Eli Lilly (LLY) in Q4 2016, closing a stake of 300 shares — an estimated $24K sold.

Turner Investments first reported a position in LLY in Q1 2014 and held it in 7 quarters. The position peaked at $7.74M in Q4 2015. 1,212 funds tracked by Wall St. Rank hold LLY as of Q4 2016.

  • Turner Investments reported no remaining Eli Lilly position as of Q4 2016 after selling out during the quarter.
  • Turner Investments sold 300 Eli Lilly shares in Q4 2016, an estimated $24K.
  • Turner Investments first reported a position in Eli Lilly in Q1 2014 and held it in 7 quarters.
  • Turner Investments's Eli Lilly position peaked at $7.74M in Q4 2015.
  • 1,212 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2016.

Based on Turner Investments's 13F filing for Q4 2016, filed 8 Feb 2017.