WIL
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Winifred I. Li’s Eli Lilly LLY Stock Holding History

Winifred I. Li’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
Q4 		$158K Sell
2,302
-536
-19% -$36.2K 0.15% 131
2014
Q3 		$184K Sell
2,838
-5,391
-66% -$341K 0.18% 121
2014
Q2 		$511K Sell
8,229
-389
-5% -$23.2K 0.43% 76
2014
Q1 		$507K Buy
8,618
+1,712
+25% +$95.5K 0.44% 81
2013
Q4 		$352K Sell
6,906
-222
-3% -$11.1K 0.3% 101
2013
Q3 		$359K Sell
7,128
-348
-5% -$18.2K 0.33% 97
2013
Q2 		$367K Buy
+7,476
New +$407K 0.34% 96

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Winifred I. Li's LLY Position: Q4 2014 in Review

Winifred I. Li reduced its Eli Lilly (LLY) stake by 19% in Q4 2014, selling an estimated $36.2K and leaving 2,302 shares worth $158K. The position accounts for 0.15% of the portfolio, ranked #131.

Winifred I. Li first reported a position in LLY in Q2 2013 and has held it in 7 quarters since. The position peaked at $511K in Q2 2014. 1,130 funds tracked by Wall St. Rank hold LLY as of Q4 2014.

  • Winifred I. Li held 2,302 shares of Eli Lilly worth $158K as of Q4 2014.
  • Winifred I. Li sold 536 Eli Lilly shares in Q4 2014, an estimated $36.2K.
  • Eli Lilly made up 0.15% of Winifred I. Li's portfolio in Q4 2014, its #131 holding.
  • Winifred I. Li first reported a position in Eli Lilly in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Eli Lilly position peaked at $511K in Q2 2014.
  • 1,130 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.