ZTNA
LLY icon

Zions Trust National Association’s Eli Lilly LLY Stock Holding History

Zions Trust National Association’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
Q2 		– Sell
-3,380
Closed -$199K – 207
2014
Q1 		$199K Sell
3,380
-1,570
-32% -$87.6K 0.28% 41
2013
Q4 		$252K Hold
4,950
– – 0.35% 35
2013
Q3 		$249K Hold
4,950
– – 0.36% 34
2013
Q2 		$243K Buy
+4,950
New +$269K 0.34% 33

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Zions Trust National Association's LLY Position: Q2 2014 in Review

Zions Trust National Association sold out of Eli Lilly (LLY) in Q2 2014, closing a stake of 3,380 shares — an estimated $199K sold.

Zions Trust National Association first reported a position in LLY in Q2 2013 and held it in 4 quarters. The position peaked at $252K in Q4 2013. 1,029 funds tracked by Wall St. Rank hold LLY as of Q2 2014.

  • Zions Trust National Association reported no remaining Eli Lilly position as of Q2 2014 after selling out during the quarter.
  • Zions Trust National Association sold 3,380 Eli Lilly shares in Q2 2014, an estimated $199K.
  • Zions Trust National Association first reported a position in Eli Lilly in Q2 2013 and held it in 4 quarters.
  • Zions Trust National Association's Eli Lilly position peaked at $252K in Q4 2013.
  • 1,029 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2014.

Based on Zions Trust National Association's 13F filing for Q2 2014, filed 21 Jul 2014.