Gemmer Asset Management’s Lloyds Banking Group LYG Stock Holding History

Gemmer Asset Management’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
2022 Q2	–	Sell	-1,834	Closed	-$4K	–	694
2022 Q1	$4K	Hold	1,834	–	–	﹤0.01%	1004
2021 Q4	$5K	Hold	1,834	–	–	﹤0.01%	994
2021 Q3	$4K	Hold	1,834	–	–	﹤0.01%	1045
2021 Q2	$5K	Hold	1,834	–	–	﹤0.01%	1088
2021 Q1	$4K	Hold	1,834	–	–	﹤0.01%	1158
2020 Q4	$4K	Buy	+1,834	New	+$3.09K	﹤0.01%	1094
2020 Q3	–	Sell	-2,714	Closed	-$4K	–	1377
2020 Q2	$4K	Buy	+2,714	New	+$4.07K	﹤0.01%	947
2020 Q1	–	Sell	-1,730	Closed	-$6K	–	1358
2019 Q4	$6K	Hold	1,730	–	–	﹤0.01%	882
2019 Q3	$5K	Buy	1,730 +1,197	+225%	+$3.1K	﹤0.01%	958
2019 Q2	$2K	Sell	533 -1,809	-77%	-$5.59K	﹤0.01%	1249
2019 Q1	$8K	Buy	2,342 +342	+17%	+$1.05K	﹤0.01%	791
2018 Q4	$5K	Buy	2,000 +1,464	+273%	+$4.16K	﹤0.01%	911
2018 Q3	$2K	Sell	536 -891	-62%	-$2.86K	﹤0.01%	1289
2018 Q2	$5K	Buy	1,427 +273	+24%	+$970	﹤0.01%	1007
2018 Q1	$4K	Buy	+1,154	New	+$4.47K	﹤0.01%	1069

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gemmer Asset Management's LYG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 1,834 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in LYG in Q1 2018 and held it in 15 quarters. The position peaked at $8K in Q1 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Gemmer Asset Management reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 1,834 Lloyds Banking Group shares in Q2 2022, an estimated $4K.
Gemmer Asset Management first reported a position in Lloyds Banking Group in Q1 2018 and held it in 15 quarters.
Gemmer Asset Management's Lloyds Banking Group position peaked at $8K in Q1 2019.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.