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Fourthstone LLC’s Lloyds Banking Group LYG Stock Holding History

Fourthstone LLC’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
Q3 		– Sell
-80,100
Closed -$120K – 52
2020
Q2 		$120K Buy
80,100
+69,600
+663% +$104K 0.1% 41
2020
Q1 		$16K Buy
+10,500
New +$27.1K 0.01% 54

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Fourthstone LLC's LYG Position: Q3 2020 in Review

Fourthstone LLC sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 80,100 shares — an estimated $120K sold.

Fourthstone LLC first reported a position in LYG in Q1 2020 and held it in 2 quarters. The position peaked at $120K in Q2 2020. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

  • Fourthstone LLC reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
  • Fourthstone LLC sold 80,100 Lloyds Banking Group shares in Q3 2020, an estimated $120K.
  • Fourthstone LLC first reported a position in Lloyds Banking Group in Q1 2020 and held it in 2 quarters.
  • Fourthstone LLC's Lloyds Banking Group position peaked at $120K in Q2 2020.
  • 210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Fourthstone LLC's 13F filing for Q3 2020, filed 13 Nov 2020.