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Graves Light Lenhart Wealth’s Lloyds Banking Group LYG Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		– Sell
-10,190
Closed -$15K – 169
2020
Q1 		$15K Sell
10,190
-3,510
-26% -$9.05K ﹤0.01% 156
2019
Q4 		$45K Buy
+13,700
New +$41.4K 0.01% 182

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Graves Light Lenhart Wealth's LYG Position: Q2 2020 in Review

Graves Light Lenhart Wealth sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 10,190 shares — an estimated $15K sold.

Graves Light Lenhart Wealth first reported a position in LYG in Q4 2019 and held it in 2 quarters. The position peaked at $45K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Graves Light Lenhart Wealth reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 10,190 Lloyds Banking Group shares in Q2 2020, an estimated $15K.
  • Graves Light Lenhart Wealth first reported a position in Lloyds Banking Group in Q4 2019 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's Lloyds Banking Group position peaked at $45K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2020, filed 31 Jul 2020.