Bartlett & Co’s Lloyds Banking Group LYG Stock Holding History

Bartlett & Co’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 Q3	–	Sell	-263	Closed	-$1K	–	1005
2021 Q2	$1K	Hold	263	–	–	﹤0.01%	937
2021 Q1	$1K	Hold	263	–	–	﹤0.01%	961
2020 Q4	$1K	Buy	+263	New	+$443	﹤0.01%	1027
2019 Q2	–	Sell	-234	Closed	-$1K	–	772
2019 Q1	$1K	Buy	+234	New	+$716	﹤0.01%	682

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bartlett & Co's LYG Position: Q3 2021 in Review

Bartlett & Co sold out of Lloyds Banking Group (LYG) in Q3 2021, closing a stake of 263 shares — an estimated $1K sold.

Bartlett & Co first reported a position in LYG in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 254 funds tracked by Wall St. Rank hold LYG as of Q3 2021.

Bartlett & Co reported no remaining Lloyds Banking Group position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 263 Lloyds Banking Group shares in Q3 2021, an estimated $1K.
Bartlett & Co first reported a position in Lloyds Banking Group in Q1 2019 and held it in 4 quarters.
Bartlett & Co's Lloyds Banking Group position peaked at $1K in Q2 2021.
254 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.