Berman Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Berman Capital Advisors’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	$4K	Buy	2,011 +1,524	+313%	+$3.73K	﹤0.01%	1493
2021 Q2	$1K	Sell	487 -1	-0.2%	-$3	﹤0.01%	1766
2021 Q1	$1K	Buy	+488	New	+$1.01K	﹤0.01%	1662
2020 Q3	–	Sell	-2,002	Closed	-$3K	–	1701
2020 Q2	$3K	Sell	2,002 -5,143	-72%	-$7.71K	﹤0.01%	1155
2020 Q1	$10K	Buy	7,145 +2,928	+69%	+$7.55K	﹤0.01%	670
2019 Q4	$13K	Hold	4,217	–	–	﹤0.01%	653
2019 Q3	$11K	Sell	4,217 -710	-14%	-$1.84K	﹤0.01%	685
2019 Q2	$13K	Buy	4,927 +1,802	+58%	+$5.57K	﹤0.01%	642
2019 Q1	$10K	Buy	3,125 +1,902	+156%	+$5.82K	﹤0.01%	659
2018 Q4	$3K	Sell	1,223 -15,478	-93%	-$44K	﹤0.01%	805
2018 Q3	$51K	Sell	16,701 -1,658	-9%	-$5.32K	0.02%	107
2018 Q2	$61K	Buy	18,359 +21	+0.1%	+$75	0.02%	117
2018 Q1	$68K	Buy	18,338 +1,865	+11%	+$7.22K	0.03%	110
2017 Q4	$62K	Buy	+16,473	New	+$59.4K	0.02%	104

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's LYG Position: Q3 2021 in Review

Berman Capital Advisors increased its Lloyds Banking Group (LYG) stake by 313% in Q3 2021, buying an estimated $3.73K and bringing the position to 2,011 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Berman Capital Advisors first reported a position in LYG in Q4 2017 and has held it in 14 quarters since. The position peaked at $68K in Q1 2018. 254 funds tracked by Wall St. Rank hold LYG as of Q3 2021.

Berman Capital Advisors held 2,011 shares of Lloyds Banking Group worth $4K as of Q3 2021.
Berman Capital Advisors bought 1,524 Lloyds Banking Group shares in Q3 2021, an estimated $3.73K.
Lloyds Banking Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1493 holding.
Berman Capital Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 14 quarters since.
Berman Capital Advisors's Lloyds Banking Group position peaked at $68K in Q1 2018.
254 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.