Ownership history in Cohen Klingenstein LLC Β· 69 quarters on record
This page tracks every 13F SEC filing in which Cohen Klingenstein LLC reported a position in Eli Lilly com (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cohen Klingenstein LLC outperformed the S&P 500 by +10.0% annually on this LLY position. Timing score: 24% (4/17 decisions correct). Average cost basis: $79.04. Maximum drawdown during holding period: β15.9%.
π₯ Exceptional β beat the S&P 500 by 10.0% per year on this position.
68 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 17 add/trim decisions correct
Best entry: $24.93 (2008 Q4) Β· Worst: $118.50 (2019 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 14 trims. Bought during 0 of 19 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size