BBR Partners’s Lloyds Banking Group LYG Stock Holding History

BBR Partners’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	-27,213	Closed	-$53K	–	212
2020 Q4	$53K	Buy	27,213 +5,181	+24%	+$8.73K	﹤0.01%	187
2020 Q3	$29K	Buy	22,032 +8,751	+66%	+$12.3K	﹤0.01%	182
2020 Q2	$20K	Hold	13,281	–	–	﹤0.01%	167
2020 Q1	$20K	Hold	13,281	–	–	﹤0.01%	154
2019 Q4	$44K	Buy	+13,281	New	+$40.2K	﹤0.01%	198
2017 Q1	–	Sell	-15,955	Closed	-$49K	–	80
2016 Q4	$49K	Buy	+15,955	New	+$46.7K	0.01%	73

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

BBR Partners's LYG Position: Q1 2021 in Review

BBR Partners sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 27,213 shares — an estimated $53K sold.

BBR Partners first reported a position in LYG in Q4 2016 and held it in 6 quarters. The position peaked at $53K in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

BBR Partners reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
BBR Partners sold 27,213 Lloyds Banking Group shares in Q1 2021, an estimated $53K.
BBR Partners first reported a position in Lloyds Banking Group in Q4 2016 and held it in 6 quarters.
BBR Partners's Lloyds Banking Group position peaked at $53K in Q4 2020.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on BBR Partners's 13F filing for Q1 2021, filed 17 May 2021.