Berkeley Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Berkeley Capital 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
2020 Q1	–	Sell	-11,639	Closed	-$39K	–	126
2019 Q4	$39K	Buy	+11,639	New	+$35.2K	0.02%	130
2019 Q1	–	Sell	-18,915	Closed	-$48K	–	130
2018 Q4	$48K	Buy	+18,915	New	+$53.8K	0.03%	119

Other funds holding LYG

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

PPA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Berkeley Capital Partners's LYG Position: Q1 2020 in Review

Berkeley Capital Partners sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 11,639 shares — an estimated $39K sold.

Berkeley Capital Partners first reported a position in LYG in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q4 2018. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

Berkeley Capital Partners reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
Berkeley Capital Partners sold 11,639 Lloyds Banking Group shares in Q1 2020, an estimated $39K.
Berkeley Capital Partners first reported a position in Lloyds Banking Group in Q4 2018 and held it in 2 quarters.
Berkeley Capital Partners's Lloyds Banking Group position peaked at $48K in Q4 2018.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Berkeley Capital Partners's 13F filing for Q1 2020, filed 21 Apr 2020.