ACM
LYG icon

Advisors Capital Management’s Lloyds Banking Group LYG Stock Holding History

Advisors Capital Management’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
Q3 		– Sell
-2,186,050
Closed -$6.21M – 287
2019
Q2 		$6.21M Buy
2,186,050
+5,010
+0.2% +$15.5K 0.37% 87
2019
Q1 		$7.15M Sell
2,181,040
-9,163
-0.4% -$28K 0.45% 81
2018
Q4 		$5.61M Sell
2,190,203
-47,507
-2% -$135K 0.41% 82
2018
Q3 		$6.8M Sell
2,237,710
-57,084
-2% -$183K 0.44% 76
2018
Q2 		$7.64M Sell
2,294,794
-95,907
-4% -$341K 0.53% 70
2018
Q1 		$8.89M Sell
2,390,701
-81,438
-3% -$315K 0.67% 62
2017
Q4 		$9.27M Sell
2,472,139
-195,227
-7% -$704K 0.73% 55
2017
Q3 		$9.76M Sell
2,667,366
-70,587
-3% -$246K 0.79% 52
2017
Q2 		$9.66M Buy
+2,737,953
New +$9.73M 0.79% 50

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $1.47T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return