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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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $761B AUM 31.28% 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 $481B AUM 30.42% 1-Year Est. Return