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Arden Trust’s Lloyds Banking Group LYG Stock Holding History

Arden Trust’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
-4,082
Closed -$6K – 578
2020
Q1 		$6K Buy
+4,082
New +$10.5K ﹤0.01% 629
2019
Q3 		– Sell
-10,422
Closed -$30K – 370
2019
Q2 		$30K Sell
10,422
-1,899
-15% -$5.87K 0.01% 345
2019
Q1 		$40K Buy
+12,321
New +$37.7K 0.01% 373
2018
Q4 		– Sell
-13,445
Closed -$41K – 351
2018
Q3 		$41K Buy
13,445
+817
+6% +$2.62K 0.01% 362
2018
Q2 		$42K Sell
12,628
-4,240
-25% -$15.1K 0.01% 352
2018
Q1 		$63K Buy
16,868
+3,804
+29% +$14.7K 0.01% 361
2017
Q4 		$49K Buy
+13,064
New +$47.1K 0.01% 348
2016
Q3 		– Sell
-68,010
Closed -$202K – 435
2016
Q2 		$202K Buy
68,010
+6,918
+11% +$27.1K 0.02% 600
2016
Q1 		$242K Buy
61,092
+12,551
+26% +$48.6K 0.02% 526
2015
Q4 		$212K Sell
48,541
-5,113
-10% -$23.2K 0.02% 570
2015
Q3 		$247K Buy
53,654
+30,538
+132% +$153K 0.02% 580
2015
Q2 		$125K Buy
23,116
+8,117
+54% +$42.3K 0.02% 412
2015
Q1 		$70K Buy
+14,999
New +$69.9K 0.01% 417

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Arden Trust's LYG Position: Q2 2020 in Review

Arden Trust sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 4,082 shares — an estimated $6K sold.

Arden Trust first reported a position in LYG in Q1 2015 and held it in 13 quarters. The position peaked at $247K in Q3 2015. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Arden Trust reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 4,082 Lloyds Banking Group shares in Q2 2020, an estimated $6K.
  • Arden Trust first reported a position in Lloyds Banking Group in Q1 2015 and held it in 13 quarters.
  • Arden Trust's Lloyds Banking Group position peaked at $247K in Q3 2015.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.