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Fund Evaluation Group’s Lloyds Banking Group LYG Stock Holding History

Fund Evaluation Group’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
Q1 		– Sell
-13,260
Closed -$44K – 42
2019
Q4 		$44K Buy
+13,260
New +$40.1K 0.01% 37

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $860B AUM 41.15% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fund Evaluation Group's LYG Position: Q1 2020 in Review

Fund Evaluation Group sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 13,260 shares — an estimated $44K sold.

Fund Evaluation Group first reported a position in LYG in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Fund Evaluation Group reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Fund Evaluation Group sold 13,260 Lloyds Banking Group shares in Q1 2020, an estimated $44K.
  • Fund Evaluation Group first reported a position in Lloyds Banking Group in Q4 2019 and held it in 1 quarter.
  • Fund Evaluation Group's Lloyds Banking Group position peaked at $44K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Fund Evaluation Group's 13F filing for Q1 2020, filed 14 May 2020.