Aperio Group’s Lloyds Banking Group LYG Stock Holding History

Aperio Group’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 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aperio Group's LYG Position: Q4 2020 in Review

Aperio Group increased its Lloyds Banking Group (LYG) stake by 5.3% in Q4 2020, buying an estimated $236K and bringing the position to 2,797,155 shares worth $5.48M. The position accounts for 0.02% of the portfolio, ranked #789.

Aperio Group first reported a position in LYG in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.1M in Q4 2019. 230 funds tracked by Wall St. Rank hold LYG as of Q4 2020.

Aperio Group held 2,797,155 shares of Lloyds Banking Group worth $5.48M as of Q4 2020.
Aperio Group bought 140,273 Lloyds Banking Group shares in Q4 2020, an estimated $236K.
Lloyds Banking Group made up 0.02% of Aperio Group's portfolio in Q4 2020, its #789 holding.
Aperio Group first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Lloyds Banking Group position peaked at $13.1M in Q4 2019.
230 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.