AWM
LYG icon

AE Wealth Management’s Lloyds Banking Group LYG Stock Holding History

AE Wealth 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
2021
Q1 		– Sell
-20,914
Closed -$41K – 1536
2020
Q4 		$41K Buy
20,914
+64
+0.3% +$108 ﹤0.01% 1335
2020
Q3 		$27K Buy
20,850
+317
+2% +$444 ﹤0.01% 1253
2020
Q2 		$31K Buy
20,533
+4,391
+27% +$6.58K ﹤0.01% 1234
2020
Q1 		$24K Sell
16,142
-26
-0.2% -$67 ﹤0.01% 1087
2019
Q4 		$54K Buy
16,168
+5,242
+48% +$15.9K ﹤0.01% 1098
2019
Q3 		$29K Buy
+10,926
New +$28.3K ﹤0.01% 975
2018
Q4 		– Sell
-29,863
Closed -$91K – 553
2018
Q3 		$91K Buy
29,863
+2,545
+9% +$8.16K 0.01% 578
2018
Q2 		$91K Buy
+27,318
New +$97.1K 0.01% 438

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return