LILLY ENDOWMENT INC
Institutional investor · Portfolio as of Q3 2019
LILLY ENDOWMENT INC manages $13B across 1 positions as of Q3 2019. Top holdings: LLY (100.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Trimmed 1. No standout high-conviction moves this quarter. Portfolio: $13.0B across 1 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings1 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ELI LILLY & CO | 116.6M | $13B | 100.0% | $118.50 | -12.43% | 3 qtrssince 2019-Q1 | Decreased 0 |
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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