CFM Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

CFM Wealth 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 Q2	–	Sell	-7,030	Closed	-$11K	–	531
2020 Q1	$11K	Buy	+7,030	New	+$18.1K	0.01%	425

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

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

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

MIS

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM Wealth Partners's LYG Position: Q2 2020 in Review

CFM Wealth Partners sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 7,030 shares — an estimated $11K sold.

CFM Wealth Partners first reported a position in LYG in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

CFM Wealth Partners reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 7,030 Lloyds Banking Group shares in Q2 2020, an estimated $11K.
CFM Wealth Partners first reported a position in Lloyds Banking Group in Q1 2020 and held it in 1 quarter.
CFM Wealth Partners's Lloyds Banking Group position peaked at $11K in Q1 2020.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.