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Eaton Vance Management’s Lloyds Banking Group LYG Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-48,193
Closed -$116K – 1713
2022
Q1 		$116K Sell
48,193
-7,922
-14% -$21.1K ﹤0.01% 1780
2021
Q4 		$143K Buy
56,115
+2,901
+5% +$7.4K ﹤0.01% 1689
2021
Q3 		$0 Buy
53,214
+10,111
+23% +$24.8K ﹤0.01% 2410
2021
Q2 		$110K Buy
43,103
+29,854
+225% +$76.7K ﹤0.01% 1865
2021
Q1 		$31K Buy
+13,249
New +$27.5K ﹤0.01% 1923
2020
Q3 		– Sell
-20,767
Closed -$31K – 1337
2020
Q2 		$31K Sell
20,767
-127,465
-86% -$191K ﹤0.01% 1297
2020
Q1 		$224K Buy
148,232
+9,817
+7% +$25.3K ﹤0.01% 1201
2019
Q4 		$458K Buy
138,415
+4,580
+3% +$13.9K ﹤0.01% 1141
2019
Q3 		$353K Buy
133,835
+96,496
+258% +$250K ﹤0.01% 1174
2019
Q2 		$106K Buy
37,339
+22,485
+151% +$69.5K ﹤0.01% 1279
2019
Q1 		$48K Buy
14,854
+4,176
+39% +$12.8K ﹤0.01% 1231
2018
Q4 		$27K Hold
10,678
– – ﹤0.01% 1167
2018
Q3 		$32K Sell
10,678
-195
-2% -$625 ﹤0.01% 1192
2018
Q2 		$36K Buy
+10,873
New +$38.6K ﹤0.01% 1170

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 $6.69B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eaton Vance Management's LYG Position: Q2 2022 in Review

Eaton Vance Management sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 48,193 shares — an estimated $116K sold.

Eaton Vance Management first reported a position in LYG in Q2 2018 and held it in 14 quarters. The position peaked at $458K in Q4 2019. 296 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

  • Eaton Vance Management reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 48,193 Lloyds Banking Group shares in Q2 2022, an estimated $116K.
  • Eaton Vance Management first reported a position in Lloyds Banking Group in Q2 2018 and held it in 14 quarters.
  • Eaton Vance Management's Lloyds Banking Group position peaked at $458K in Q4 2019.
  • 296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.