Advisory Research’s Lloyds Banking Group LYG Stock Holding History

Advisory Research’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
2020 Q2	–	Sell	-137,056	Closed	-$207K	–	328
2020 Q1	$207K	Sell	137,056 -5,779,429	-98%	-$14.9M	0.01%	271
2019 Q4	$19.6M	Buy	5,916,485 +38,932	+0.7%	+$118K	0.9%	48
2019 Q3	$15.5M	Sell	5,877,553 -296,077	-5%	-$768K	0.75%	53
2019 Q2	$17.5M	Sell	6,173,630 -84,603	-1%	-$262K	0.34%	78
2019 Q1	$20.1M	Buy	6,258,233 +2,325,146	+59%	+$7.11M	0.39%	70
2018 Q4	$10.1M	Sell	3,933,087 -280,354	-7%	-$797K	0.21%	111
2018 Q3	$12.8M	Sell	4,213,441 -353,231	-8%	-$1.13M	0.21%	112
2018 Q2	$15.2M	Buy	+4,566,672	New	+$16.2M	0.24%	106
2017 Q3	–	Sell	-20,853	Closed	-$74K	–	457
2017 Q2	$74K	Buy	+20,853	New	+$74.1K	﹤0.01%	425

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisory Research's LYG Position: Q2 2020 in Review

Advisory Research sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 137,056 shares — an estimated $207K sold.

Advisory Research first reported a position in LYG in Q2 2017 and held it in 9 quarters. The position peaked at $20.1M in Q1 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Advisory Research reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 137,056 Lloyds Banking Group shares in Q2 2020, an estimated $207K.
Advisory Research first reported a position in Lloyds Banking Group in Q2 2017 and held it in 9 quarters.
Advisory Research's Lloyds Banking Group position peaked at $20.1M in Q1 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.