FI
LYG icon

FormulaFolio Investments’s Lloyds Banking Group LYG Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-18,602
Closed -$36K – 659
2020
Q4 		$36K Buy
+18,602
New +$31.4K ﹤0.01% 658

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 $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FormulaFolio Investments's LYG Position: Q1 2021 in Review

FormulaFolio Investments sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 18,602 shares — an estimated $36K sold.

FormulaFolio Investments first reported a position in LYG in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 228 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

  • FormulaFolio Investments reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 18,602 Lloyds Banking Group shares in Q1 2021, an estimated $36K.
  • FormulaFolio Investments first reported a position in Lloyds Banking Group in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Lloyds Banking Group position peaked at $36K in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.