Integrated Investment Consultants’s Lloyds Banking Group LYG Stock Holding History

Integrated Investment Consultants’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	-18,215	Closed	-$60K	–	170
2019 Q4	$60K	Sell	18,215 -9,160	-33%	-$27.7K	0.02%	180
2019 Q3	$72K	Hold	27,375	–	–	0.04%	157
2019 Q2	$78K	Buy	27,375 +2,909	+12%	+$8.99K	0.04%	152
2019 Q1	$79K	Sell	24,466 -14,997	-38%	-$45.9K	0.04%	149
2018 Q4	$102K	Buy	39,463 +7,537	+24%	+$21.4K	0.05%	157
2018 Q3	$97K	Hold	31,926	–	–	0.05%	181
2018 Q2	$106K	Sell	31,926 -2,358	-7%	-$8.38K	0.06%	160
2018 Q1	$128K	Buy	+34,284	New	+$133K	0.05%	273

Other funds holding LYG

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Investment Consultants's LYG Position: Q1 2020 in Review

Integrated Investment Consultants sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 18,215 shares — an estimated $60K sold.

Integrated Investment Consultants first reported a position in LYG in Q1 2018 and held it in 8 quarters. The position peaked at $128K in Q1 2018. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

Integrated Investment Consultants reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
Integrated Investment Consultants sold 18,215 Lloyds Banking Group shares in Q1 2020, an estimated $60K.
Integrated Investment Consultants first reported a position in Lloyds Banking Group in Q1 2018 and held it in 8 quarters.
Integrated Investment Consultants's Lloyds Banking Group position peaked at $128K in Q1 2018.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Integrated Investment Consultants's 13F filing for Q1 2020, filed 22 May 2020.