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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
New York
$1.47T 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
$6.69B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
MIS
Morningstar Investment Services
Chicago, Illinois
$546M AUM
8.26%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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