Cambiar Investors’s Lloyds Banking Group LYG Stock Holding History

Cambiar Investors’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 Q3	–	Sell	-399,856	Closed	-$600K	–	152
2020 Q2	$600K	Sell	399,856 -1,610	-0.4%	-$2.42K	0.03%	142
2020 Q1	$606K	Sell	401,466 -32,670,240	-99%	-$84.2M	0.03%	144
2019 Q4	$109M	Sell	33,071,706 -2,290,084	-6%	-$6.93M	3.52%	9
2019 Q3	$93.4M	Sell	35,361,790 -4,275,957	-11%	-$11.1M	2.99%	9
2019 Q2	$113M	Sell	39,637,747 -4,242,935	-10%	-$13.1M	2.92%	11
2019 Q1	$141M	Buy	43,880,682 +4,405,176	+11%	+$13.5M	3.35%	9
2018 Q4	$101M	Sell	39,475,506 -1,041,511	-3%	-$2.96M	2.28%	12
2018 Q3	$123M	Buy	40,517,017 +1,152,516	+3%	+$3.69M	2.24%	18
2018 Q2	$131M	Sell	39,364,501 -779,528	-2%	-$2.77M	2.19%	16
2018 Q1	$149M	Buy	40,144,029 +3,131,572	+8%	+$12.1M	2.37%	16
2017 Q4	$139M	Buy	37,012,457 +33,965,492	+1,115%	+$122M	2.17%	17
2017 Q3	$11.2M	Buy	+3,046,965	New	+$10.6M	0.18%	93

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

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

MIS

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

Cambiar Investors's LYG Position: Q3 2020 in Review

Cambiar Investors sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 399,856 shares — an estimated $600K sold.

Cambiar Investors first reported a position in LYG in Q3 2017 and held it in 12 quarters. The position peaked at $149M in Q1 2018. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

Cambiar Investors reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
Cambiar Investors sold 399,856 Lloyds Banking Group shares in Q3 2020, an estimated $600K.
Cambiar Investors first reported a position in Lloyds Banking Group in Q3 2017 and held it in 12 quarters.
Cambiar Investors's Lloyds Banking Group position peaked at $149M in Q1 2018.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Cambiar Investors's 13F filing for Q3 2020, filed 21 Oct 2020.