Axa’s Lloyds Banking Group LYG Stock Holding History

Axa’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 Q1	–	Sell	-13,318	Closed	-$26K	–	1284
2020 Q4	$26K	Buy	13,318 +375	+3%	+$632	﹤0.01%	1242
2020 Q3	$17K	Hold	12,943	–	–	﹤0.01%	1258
2020 Q2	$19K	Hold	12,943	–	–	﹤0.01%	1220
2020 Q1	$20K	Hold	12,943	–	–	﹤0.01%	1162
2019 Q4	$43K	Hold	12,943	–	–	﹤0.01%	1162
2019 Q3	$34K	Buy	+12,943	New	+$33.6K	﹤0.01%	1290

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Axa's LYG Position: Q1 2021 in Review

Axa sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 13,318 shares — an estimated $26K sold.

Axa first reported a position in LYG in Q3 2019 and held it in 6 quarters. The position peaked at $43K in Q4 2019. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

Axa reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
Axa sold 13,318 Lloyds Banking Group shares in Q1 2021, an estimated $26K.
Axa first reported a position in Lloyds Banking Group in Q3 2019 and held it in 6 quarters.
Axa's Lloyds Banking Group position peaked at $43K in Q4 2019.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on Axa's 13F filing for Q1 2021, filed 14 May 2021.