Yorktown Management & Research Company’s Eli Lilly LLY Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-6,000	Closed	-$779K	–	333
2019 Q1	$779K	Hold	6,000	–	–	0.25%	98
2018 Q4	$694K	Hold	6,000	–	–	0.23%	118
2018 Q3	$644K	Hold	6,000	–	–	0.19%	145
2018 Q2	$512K	Hold	6,000	–	–	0.15%	154
2018 Q1	$464K	Hold	6,000	–	–	0.14%	147
2017 Q4	$507K	Buy	6,000 +3,300	+122%	+$281K	0.15%	143
2017 Q3	$231K	Hold	2,700	–	–	0.06%	340
2017 Q2	$222K	Hold	2,700	–	–	0.07%	270
2017 Q1	$227K	Buy	+2,700	New	+$216K	0.06%	296
2015 Q1	–	Sell	-4,000	Closed	-$276K	–	497
2014 Q4	$276K	Sell	4,000 -2,000	-33%	-$135K	0.06%	208
2014 Q3	$389K	Hold	6,000	–	–	0.07%	125
2014 Q2	$373K	Hold	6,000	–	–	0.07%	135
2014 Q1	$353K	Hold	6,000	–	–	0.07%	148
2013 Q4	$306K	Hold	6,000	–	–	0.06%	178
2013 Q3	$302K	Sell	6,000 -19,000	-76%	-$995K	0.06%	161
2013 Q2	$1.23M	Buy	+25,000	New	+$1.36M	0.26%	70

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

Yorktown Management & Research Company's LLY Position: Q2 2019 in Review

Yorktown Management & Research Company sold out of Eli Lilly (LLY) in Q2 2019, closing a stake of 6,000 shares — an estimated $779K sold.

Yorktown Management & Research Company first reported a position in LLY in Q2 2013 and held it in 16 quarters. The position peaked at $1.23M in Q2 2013. 1,516 funds tracked by Wall St. Rank hold LLY as of Q2 2019.

Yorktown Management & Research Company reported no remaining Eli Lilly position as of Q2 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 6,000 Eli Lilly shares in Q2 2019, an estimated $779K.
Yorktown Management & Research Company first reported a position in Eli Lilly in Q2 2013 and held it in 16 quarters.
Yorktown Management & Research Company's Eli Lilly position peaked at $1.23M in Q2 2013.
1,516 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2019.

Based on Yorktown Management & Research Company's 13F filing for Q2 2019, filed 2 Aug 2019.