Enlightenment Research’s Lloyds Banking Group LYG Stock Holding History

Enlightenment Research’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 Q2	–	Sell	-17,700	Closed	-$45K	–	152
2020 Q1	$45K	Hold	17,700	–	–	0.05%	163
2019 Q4	$59K	Buy	17,700 +5,900	+50%	+$17.8K	0.28%	55
2019 Q3	$31K	Buy	+11,800	New	+$30.6K	0.07%	91
2019 Q1	–	Sell	-9,800	Closed	-$25K	–	419
2018 Q4	$25K	Buy	+9,800	New	+$27.9K	0.03%	399

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Enlightenment Research's LYG Position: Q2 2020 in Review

Enlightenment Research sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 17,700 shares — an estimated $45K sold.

Enlightenment Research first reported a position in LYG in Q4 2018 and held it in 4 quarters. The position peaked at $59K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Enlightenment Research reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Enlightenment Research sold 17,700 Lloyds Banking Group shares in Q2 2020, an estimated $45K.
Enlightenment Research first reported a position in Lloyds Banking Group in Q4 2018 and held it in 4 quarters.
Enlightenment Research's Lloyds Banking Group position peaked at $59K in Q4 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Enlightenment Research's 13F filing for Q2 2020, filed 6 Aug 2020.