Financial Perspectives’s Lloyds Banking Group LYG Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-31,000	Closed	-$40.3K	–	600
2020 Q3	$40.3K	Hold	31,000	–	–	0.03%	222
2020 Q2	$46.5K	Hold	31,000	–	–	0.03%	194
2020 Q1	$46.8K	Hold	31,000	–	–	0.04%	171
2019 Q4	$103K	Buy	+31,000	New	+$93.8K	0.07%	121

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Perspectives's LYG Position: Q4 2020 in Review

Financial Perspectives sold out of Lloyds Banking Group (LYG) in Q4 2020, closing a stake of 31,000 shares — an estimated $40.3K sold.

Financial Perspectives first reported a position in LYG in Q4 2019 and held it in 4 quarters. The position peaked at $103K in Q4 2019. 230 funds tracked by Wall St. Rank hold LYG as of Q4 2020.

Financial Perspectives reported no remaining Lloyds Banking Group position as of Q4 2020 after selling out during the quarter.
Financial Perspectives sold 31,000 Lloyds Banking Group shares in Q4 2020, an estimated $40.3K.
Financial Perspectives first reported a position in Lloyds Banking Group in Q4 2019 and held it in 4 quarters.
Financial Perspectives's Lloyds Banking Group position peaked at $103K in Q4 2019.
230 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2020.

Based on Financial Perspectives's 13F filing for Q4 2020, filed 10 Jan 2024.