Aperio Group’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.48M | Buy |
2,797,155
+140,273
| +5% | +$236K | 0.02% | 789 |
|
|
2020
Q3 | $3.45M | Sell |
2,656,882
-1,521,789
| -36% | -$2.13M | 0.01% | 881 |
|
|
2020
Q2 | $6.27M | Sell |
4,178,671
-603,207
| -13% | -$905K | 0.02% | 641 |
|
|
2020
Q1 | $7.22M | Buy |
4,781,878
+814,907
| +21% | +$2.1M | 0.03% | 521 |
|
|
2019
Q4 | $13.1M | Buy |
3,966,971
+773,606
| +24% | +$2.34M | 0.05% | 420 |
|
|
2019
Q3 | $8.43M | Sell |
3,193,365
-647,118
| -17% | -$1.68M | 0.03% | 531 |
|
|
2019
Q2 | $10.9M | Buy |
3,840,483
+185,671
| +5% | +$574K | 0.04% | 442 |
|
|
2019
Q1 | $11.7M | Buy |
3,654,812
+130,815
| +4% | +$400K | 0.05% | 404 |
|
|
2018
Q4 | $9.02M | Buy |
3,523,997
+1,447,018
| +70% | +$4.11M | 0.05% | 436 |
|
|
2018
Q3 | $6.31M | Buy |
2,076,979
+34,522
| +2% | +$111K | 0.03% | 599 |
|
|
2018
Q2 | $6.8M | Buy |
2,042,457
+330,879
| +19% | +$1.18M | 0.03% | 562 |
|
|
2018
Q1 | $6.37M | Buy |
1,711,578
+204,183
| +14% | +$791K | 0.03% | 569 |
|
|
2017
Q4 | $5.65M | Buy |
1,507,395
+88,446
| +6% | +$319K | 0.03% | 600 |
|
|
2017
Q3 | $5.19M | Buy |
1,418,949
+26,273
| +2% | +$91.5K | 0.03% | 594 |
|
|
2017
Q2 | $4.92M | Buy |
1,392,676
+143,176
| +11% | +$509K | 0.03% | 587 |
|
|
2017
Q1 | $4.25M | Buy |
1,249,500
+234,738
| +23% | +$791K | 0.03% | 610 |
|
|
2016
Q4 | $3.15M | Buy |
1,014,762
+37,582
| +4% | +$110K | 0.02% | 660 |
|
|
2016
Q3 | $2.81M | Sell |
977,180
-276,777
| -22% | -$823K | 0.02% | 727 |
|
|
2016
Q2 | $3.72M | Buy |
1,253,957
+66,181
| +6% | +$259K | 0.03% | 605 |
|
|
2016
Q1 | $4.69M | Sell |
1,187,776
-215,742
| -15% | -$835K | 0.04% | 502 |
|
|
2015
Q4 | $6.12M | Sell |
1,403,518
-159,472
| -10% | -$723K | 0.06% | 391 |
|
|
2015
Q3 | $7.19M | Sell |
1,562,990
-11,940
| -0.8% | -$59.8K | 0.07% | 321 |
|
|
2015
Q2 | $8.55M | Buy |
1,574,930
+40,162
| +3% | +$209K | 0.09% | 280 |
|
|
2015
Q1 | $7.17M | Buy |
1,534,768
+33,065
| +2% | +$154K | 0.08% | 309 |
|
|
2014
Q4 | $6.97M | Buy |
1,501,703
+200,984
| +15% | +$972K | 0.09% | 287 |
|
|
2014
Q3 | $6.56M | Sell |
1,300,719
-63,423
| -5% | -$319K | 0.09% | 279 |
|
|
2014
Q2 | $7.01M | Sell |
1,364,142
-69,323
| -5% | -$360K | 0.1% | 246 |
|
|
2014
Q1 | $7.3M | Buy |
+1,433,465
| New | +$7.78M | 0.1% | 248 |
|
|
2013
Q4 | – | Sell |
-1,024,233
| Closed | -$5.14M | – | 248 |
|
|
2013
Q3 | $4.93M | Buy |
1,024,233
+269,157
| +36% | +$1.21M | 0.1% | 273 |
|
|
2013
Q2 | $2.9M | Buy |
+755,076
| New | +$2.63M | 0.07% | 375 |
|
Other funds holding LYG
MIP
MIS
