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CIBC Bank USA’s Lloyds Banking Group LYG Stock Holding History

CIBC Bank USA’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
2019
Q4 		$367K Buy
+110,911
New +$335K 0.05% 204
2016
Q3 		– Sell
-61,027
Closed -$181K – 263
2016
Q2 		$181K Buy
61,027
+13,297
+28% +$52K 0.03% 245
2016
Q1 		$189K Buy
47,730
+9,278
+24% +$35.9K 0.03% 219
2015
Q4 		$168K Buy
38,452
+7,923
+26% +$35.9K 0.03% 229
2015
Q3 		$140K Buy
30,529
+4,575
+18% +$22.9K 0.03% 239
2015
Q2 		$141K Buy
25,954
+1,253
+5% +$6.53K 0.02% 263
2015
Q1 		$116K Sell
24,701
-4,117
-14% -$19.2K 0.02% 263
2014
Q4 		$134K Buy
+28,818
New +$139K 0.02% 287

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Bank USA's LYG Position: Q4 2019 in Review

CIBC Bank USA opened a new position in Lloyds Banking Group (LYG) in Q4 2019: 110,911 shares worth $367K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: CIBC Bank USA previously reported a position in LYG as recently as Q2 2016.

CIBC Bank USA first reported a position in LYG in Q4 2014 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

  • CIBC Bank USA held 110,911 shares of Lloyds Banking Group worth $367K as of Q4 2019.
  • Lloyds Banking Group was a new CIBC Bank USA position in Q4 2019.
  • Lloyds Banking Group made up 0.05% of CIBC Bank USA's portfolio in Q4 2019, its #204 holding.
  • CIBC Bank USA first reported a position in Lloyds Banking Group in Q4 2014 and has held it in 8 quarters since.
  • 326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.