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Duff & Phelps Investment Management’s Lloyds Banking Group LYG Stock Holding History

Duff & Phelps Investment 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
Q3 		– Sell
-578,471
Closed -$1.64M – 229
2019
Q2 		$1.64M Buy
+578,471
New +$1.79M 0.02% 167

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Duff & Phelps Investment Management's LYG Position: Q3 2019 in Review

Duff & Phelps Investment Management sold out of Lloyds Banking Group (LYG) in Q3 2019, closing a stake of 578,471 shares — an estimated $1.64M sold.

Duff & Phelps Investment Management first reported a position in LYG in Q2 2019 and held it in 1 quarter. The position peaked at $1.64M in Q2 2019. 296 funds tracked by Wall St. Rank hold LYG as of Q3 2019.

  • Duff & Phelps Investment Management reported no remaining Lloyds Banking Group position as of Q3 2019 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 578,471 Lloyds Banking Group shares in Q3 2019, an estimated $1.64M.
  • Duff & Phelps Investment Management first reported a position in Lloyds Banking Group in Q2 2019 and held it in 1 quarter.
  • Duff & Phelps Investment Management's Lloyds Banking Group position peaked at $1.64M in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2019.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2019, filed 16 Oct 2019.