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Advisor Group’s Lloyds Banking Group LYG Stock Holding History

Advisor Group’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$951K Sell
286,974
-5,250
-2% -$15.9K 0.01% 1228
2019
Q3 		$772K Buy
292,224
+10,107
+4% +$26.2K 0.01% 1313
2019
Q2 		$801K Sell
282,117
-17,263
-6% -$53.4K 0.01% 1280
2019
Q1 		$961K Buy
299,380
+16,486
+6% +$50.4K 0.01% 1114
2018
Q4 		$724K Buy
282,894
+80,053
+39% +$228K 0.01% 1154
2018
Q3 		$616K Buy
202,841
+59,014
+41% +$189K 0.01% 1314
2018
Q2 		$479K Sell
143,827
-63,989
-31% -$227K 0.01% 1333
2018
Q1 		$773K Sell
207,816
-168
-0.1% -$651 0.01% 1025
2017
Q4 		$780K Buy
207,984
+83,098
+67% +$300K 0.01% 1049
2017
Q3 		$456K Buy
124,886
+40,737
+48% +$142K 0.01% 1268
2017
Q2 		$296K Buy
84,149
+18,880
+29% +$67.1K 0.01% 1489
2017
Q1 		$221K Buy
65,269
+4,379
+7% +$14.8K ﹤0.01% 1583
2016
Q4 		$189K Sell
60,890
-140
-0.2% -$410 ﹤0.01% 1592
2016
Q3 		$175K Sell
61,030
-23,669
-28% -$70.3K ﹤0.01% 1622
2016
Q2 		$249K Buy
+84,699
New +$332K 0.01% 1304

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's LYG Position: Q4 2019 in Review

Advisor Group reduced its Lloyds Banking Group (LYG) stake by 1.8% in Q4 2019, selling an estimated $15.9K and leaving 286,974 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #1228.

Advisor Group first reported a position in LYG in Q2 2016 and has held it in 15 quarters since. The position peaked at $961K in Q1 2019. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

  • Advisor Group held 286,974 shares of Lloyds Banking Group worth $951K as of Q4 2019.
  • Advisor Group sold 5,250 Lloyds Banking Group shares in Q4 2019, an estimated $15.9K.
  • Lloyds Banking Group made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1228 holding.
  • Advisor Group first reported a position in Lloyds Banking Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Lloyds Banking Group position peaked at $961K in Q1 2019.
  • 326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.