WKA
LLY icon

Wilson Kemp & Associates’s Eli Lilly LLY Stock Holding History

Wilson Kemp & Associates’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
2014
Q1 		– Sell
-4,400
Closed -$224K – 62
2013
Q4 		$224K Buy
+4,400
New +$220K 0.43% 59
2013
Q3 		– Sell
-15,451
Closed -$759K – 74
2013
Q2 		$759K Buy
+15,451
New +$841K 0.73% 43

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilson Kemp & Associates's LLY Position: Q1 2014 in Review

Wilson Kemp & Associates sold out of Eli Lilly (LLY) in Q1 2014, closing a stake of 4,400 shares — an estimated $224K sold.

Wilson Kemp & Associates first reported a position in LLY in Q2 2013 and held it in 2 quarters. The position peaked at $759K in Q2 2013. 1,025 funds tracked by Wall St. Rank hold LLY as of Q1 2014.

  • Wilson Kemp & Associates reported no remaining Eli Lilly position as of Q1 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 4,400 Eli Lilly shares in Q1 2014, an estimated $224K.
  • Wilson Kemp & Associates first reported a position in Eli Lilly in Q2 2013 and held it in 2 quarters.
  • Wilson Kemp & Associates's Eli Lilly position peaked at $759K in Q2 2013.
  • 1,025 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2014.

Based on Wilson Kemp & Associates's 13F filing for Q1 2014, filed 25 Apr 2014.