AIA
LYG icon

Avalon Investment & Advisory’s Lloyds Banking Group LYG Stock Holding History

Avalon Investment & Advisory’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
2014
Q4 		– Sell
-20,000
Closed -$101K – 241
2014
Q3 		$101K Sell
20,000
-5,000
-20% -$25.2K 0.01% 187
2014
Q2 		$128K Buy
25,000
+10,000
+67% +$51.9K 0.01% 178
2014
Q1 		$76K Sell
15,000
-2,500
-14% -$13.6K ﹤0.01% 170
2013
Q4 		$93K Buy
17,500
+5,000
+40% +$25.1K 0.01% 178
2013
Q3 		$60K Buy
+12,500
New +$56.4K ﹤0.01% 184

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return