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Copeland Capital Management’s Lloyds Banking Group LYG Stock Holding History

Copeland Capital Management’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 		– Sell
-597
Closed -$2K – 310
2019
Q3 		$2K Hold
597
– – ﹤0.01% 247
2019
Q2 		$2K Buy
+597
New +$1.85K ﹤0.01% 247

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

Copeland Capital Management's LYG Position: Q4 2019 in Review

Copeland Capital Management sold out of Lloyds Banking Group (LYG) in Q4 2019, closing a stake of 597 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in LYG in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

  • Copeland Capital Management reported no remaining Lloyds Banking Group position as of Q4 2019 after selling out during the quarter.
  • Copeland Capital Management sold 597 Lloyds Banking Group shares in Q4 2019, an estimated $2K.
  • Copeland Capital Management first reported a position in Lloyds Banking Group in Q2 2019 and held it in 2 quarters.
  • Copeland Capital Management's Lloyds Banking Group position peaked at $2K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Copeland Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.