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Grimes & Company’s Lloyds Banking Group LYG Stock Holding History

Grimes & Company’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
-23,301
Closed -$35K – 256
2020
Q1 		$35K Buy
+23,301
New +$60.1K ﹤0.01% 226
2019
Q4 		– Sell
-14,879
Closed -$39K – 273
2019
Q3 		$39K Hold
14,879
– – ﹤0.01% 254
2019
Q2 		$42K Hold
14,879
– – ﹤0.01% 241
2019
Q1 		$48K Hold
14,879
– – ﹤0.01% 240
2018
Q4 		$38K Sell
14,879
-515
-3% -$1.46K ﹤0.01% 227
2018
Q3 		$47K Hold
15,394
– – ﹤0.01% 237
2018
Q2 		$51K Sell
15,394
-2,465
-14% -$8.76K ﹤0.01% 230
2018
Q1 		$66K Buy
+17,859
New +$69.2K 0.01% 235

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

Grimes & Company's LYG Position: Q2 2020 in Review

Grimes & Company sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 23,301 shares — an estimated $35K sold.

Grimes & Company first reported a position in LYG in Q1 2018 and held it in 8 quarters. The position peaked at $66K in Q1 2018. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Grimes & Company reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Grimes & Company sold 23,301 Lloyds Banking Group shares in Q2 2020, an estimated $35K.
  • Grimes & Company first reported a position in Lloyds Banking Group in Q1 2018 and held it in 8 quarters.
  • Grimes & Company's Lloyds Banking Group position peaked at $66K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Grimes & Company's 13F filing for Q2 2020, filed 31 Jul 2020.