DG
LYG icon

Davidson & Garrard’s Lloyds Banking Group LYG Stock Holding History

Davidson & Garrard’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
2014
Q4 		– Sell
-33,500
Closed -$169K – 190
2014
Q3 		$169K Hold
33,500
– – 0.04% 168
2014
Q2 		$172K Sell
33,500
-21,500
-39% -$112K 0.04% 175
2014
Q1 		$280K Hold
55,000
– – 0.07% 161
2013
Q4 		$293K Sell
55,000
-1,600
-3% -$8.03K 0.07% 155
2013
Q3 		$272K Sell
56,600
-3,400
-6% -$15.3K 0.08% 155
2013
Q2 		$230K Buy
+60,000
New +$209K 0.07% 158

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return