Chevy Chase Trust
LYG icon

Chevy Chase Trust’s Lloyds Banking Group LYG Stock Holding History

Chevy Chase Trust’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
-26,166
Closed -$39K – 654
2020
Q1 		$39K Buy
26,166
+25,025
+2,193% +$64.5K ﹤0.01% 627
2019
Q4 		$4K Buy
+1,141
New +$3.45K ﹤0.01% 1111
2016
Q3 		– Sell
-19,965
Closed -$59K – 659
2016
Q2 		$59K Sell
19,965
-695
-3% -$2.72K ﹤0.01% 642
2016
Q1 		$82K Hold
20,660
– – ﹤0.01% 643
2015
Q4 		$90K Buy
20,660
+810
+4% +$3.67K ﹤0.01% 652
2015
Q3 		$91K Hold
19,850
– – ﹤0.01% 650
2015
Q2 		$108K Hold
19,850
– – ﹤0.01% 659
2015
Q1 		$93K Sell
19,850
-280
-1% -$1.3K ﹤0.01% 663
2014
Q4 		$93K Buy
20,130
+770
+4% +$3.72K ﹤0.01% 682
2014
Q3 		$98K Buy
+19,360
New +$97.4K ﹤0.01% 684

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Chevy Chase Trust's LYG Position: Q2 2020 in Review

Chevy Chase Trust sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 26,166 shares — an estimated $39K sold.

Chevy Chase Trust first reported a position in LYG in Q3 2014 and held it in 10 quarters. The position peaked at $108K in Q2 2015. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Chevy Chase Trust reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 26,166 Lloyds Banking Group shares in Q2 2020, an estimated $39K.
  • Chevy Chase Trust first reported a position in Lloyds Banking Group in Q3 2014 and held it in 10 quarters.
  • Chevy Chase Trust's Lloyds Banking Group position peaked at $108K in Q2 2015.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Chevy Chase Trust's 13F filing for Q2 2020, filed 14 Aug 2020.