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Gilbert & Cook’s Lloyds Banking Group LYG Stock Holding History

Gilbert & Cook’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
-19,592
Closed -$65K – 142
2019
Q4 		$65K Sell
19,592
-469
-2% -$1.42K 0.02% 150
2019
Q3 		$53K Buy
20,061
+753
+4% +$1.95K 0.01% 120
2019
Q2 		$55K Buy
19,308
+832
+5% +$2.57K 0.02% 116
2019
Q1 		$59K Sell
18,476
-6,582
-26% -$20.1K 0.02% 108
2018
Q4 		$64K Buy
25,058
+7,804
+45% +$22.2K 0.02% 95
2018
Q3 		$52K Buy
17,254
+533
+3% +$1.71K 0.02% 99
2018
Q2 		$56K Hold
16,721
– – 0.02% 95
2018
Q1 		$62K Hold
16,721
– – 0.02% 92
2017
Q4 		$63K Buy
+16,721
New +$60.3K 0.02% 89

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

Gilbert & Cook's LYG Position: Q1 2020 in Review

Gilbert & Cook sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 19,592 shares — an estimated $65K sold.

Gilbert & Cook first reported a position in LYG in Q4 2017 and held it in 9 quarters. The position peaked at $65K in Q4 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Gilbert & Cook reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Gilbert & Cook sold 19,592 Lloyds Banking Group shares in Q1 2020, an estimated $65K.
  • Gilbert & Cook first reported a position in Lloyds Banking Group in Q4 2017 and held it in 9 quarters.
  • Gilbert & Cook's Lloyds Banking Group position peaked at $65K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Gilbert & Cook's 13F filing for Q1 2020, filed 5 May 2020.