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Ameritas Investment Company’s Lloyds Banking Group LYG Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-8,603
Closed -$20K – 1495
2021
Q1 		$20K Buy
+8,603
New +$17.9K ﹤0.01% 1297
2020
Q2 		– Sell
-389
Closed -$1K – 1065
2020
Q1 		$1K Sell
389
-680
-64% -$1.75K ﹤0.01% 1674
2019
Q4 		$4K Hold
1,069
– – ﹤0.01% 804
2019
Q3 		$3K Buy
+1,069
New +$2.77K ﹤0.01% 1389

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Ameritas Investment Company's LYG Position: Q2 2021 in Review

Ameritas Investment Company sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 8,603 shares — an estimated $20K sold.

Ameritas Investment Company first reported a position in LYG in Q3 2019 and held it in 4 quarters. The position peaked at $20K in Q1 2021. 244 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

  • Ameritas Investment Company reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 8,603 Lloyds Banking Group shares in Q2 2021, an estimated $20K.
  • Ameritas Investment Company first reported a position in Lloyds Banking Group in Q3 2019 and held it in 4 quarters.
  • Ameritas Investment Company's Lloyds Banking Group position peaked at $20K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.