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Cornerstone Advisors (Washington)’s Lloyds Banking Group LYG Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$2K Sell
1,159
-12,706
-92% -$17.8K ﹤0.01% 590
2020
Q2 		$21K Sell
13,865
-6,472
-32% -$9.71K ﹤0.01% 374
2020
Q1 		$31K Sell
20,337
-2,985
-13% -$7.69K ﹤0.01% 283
2019
Q4 		$77K Buy
23,322
+1,766
+8% +$5.34K 0.01% 185
2019
Q3 		$57K Buy
21,556
+7,146
+50% +$18.5K 0.01% 206
2019
Q2 		$41K Buy
14,410
+475
+3% +$1.47K ﹤0.01% 452
2019
Q1 		$45K Buy
13,935
+5,702
+69% +$17.4K ﹤0.01% 397
2018
Q4 		$21K Buy
8,233
+1,292
+19% +$3.67K ﹤0.01% 500
2018
Q3 		$21K Sell
6,941
-1,064
-13% -$3.41K 0.01% 523
2018
Q2 		$27K Buy
8,005
+830
+12% +$2.95K 0.02% 442
2018
Q1 		$27K Hold
7,175
– – 0.02% 436
2017
Q4 		$27K Hold
7,175
– – 0.02% 421
2017
Q3 		$26K Buy
7,175
+810
+13% +$2.82K 0.02% 425
2017
Q2 		$22K Buy
6,365
+1,156
+22% +$4.11K 0.01% 470
2017
Q1 		$18K Hold
5,209
– – 0.01% 513
2016
Q4 		$16K Sell
5,209
-415
-7% -$1.21K 0.01% 537
2016
Q3 		$16K Buy
5,624
+59
+1% +$175 0.01% 540
2016
Q2 		$17K Sell
5,565
-235
-4% -$920 0.02% 314
2016
Q1 		$23K Sell
5,800
-294
-5% -$1.14K 0.02% 264
2015
Q4 		$27K Hold
6,094
– – 0.03% 266
2015
Q3 		$28K Buy
6,094
+135
+2% +$676 0.02% 261
2015
Q2 		$32K Hold
5,959
– – 0.03% 206
2015
Q1 		$28K Hold
5,959
– – 0.02% 245
2014
Q4 		$28K Buy
5,959
+750
+14% +$3.63K 0.02% 237
2014
Q3 		$26K Hold
5,209
– – 0.02% 114
2014
Q2 		$27K Hold
5,209
– – 0.03% 125
2014
Q1 		$27K Hold
5,209
– – 0.03% 117
2013
Q4 		$28K Hold
5,209
– – 0.04% 89
2013
Q3 		$25K Hold
5,209
– – 0.04% 90
2013
Q2 		$20K Buy
+5,209
New +$18.1K 0.05% 55

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cornerstone Advisors (Washington)'s LYG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Lloyds Banking Group (LYG) stake by 92% in Q3 2020, selling an estimated $17.8K and leaving 1,159 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Cornerstone Advisors (Washington) first reported a position in LYG in Q2 2013 and has held it in 30 quarters since. The position peaked at $77K in Q4 2019. 211 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,159 shares of Lloyds Banking Group worth $2K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 12,706 Lloyds Banking Group shares in Q3 2020, an estimated $17.8K.
  • Lloyds Banking Group made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #590 holding.
  • Cornerstone Advisors (Washington) first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 30 quarters since.
  • Cornerstone Advisors (Washington)'s Lloyds Banking Group position peaked at $77K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.