LILLY ENDOWMENT INC
Institutional investor · Portfolio as of Q1 2019
SEC 13F snapshot
Top Holdings1 positions
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Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ELI LILLY & CO | 116.8M | $15.2B | 100.0% | $118.12 | 0.00% | 1 qtr | New 100 |
LILLY ENDOWMENT INC manages $15.2B across 1 positions as of Q1 2019. Top holdings: LLY (100.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Q1 2019 Summary
Added 1 new position. Top move: LLY (NEW, conviction 100). Portfolio: $15.2B across 1 positions.
Top holdings by portfolio weight
LLY100.00%
Portfolio allocation by GICS sector
Healthcare100.00%
Behavioral investing profile
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Concentrated Value- primarily Healthcare
7-dimension, SEC 13F-derived research score
Below Average(2.0 / 5.0)
Holdings P&LNo data
Conviction34
Concentration100
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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