Intersect Capital’s Lloyds Banking Group LYG Stock Holding History

Intersect Capital’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
2021 Q2	–	Sell	-14,662	Closed	-$34K	–	380
2021 Q1	$34K	Buy	14,662 +4,060	+38%	+$8.43K	0.01%	335
2020 Q4	$21K	Hold	10,602	–	–	﹤0.01%	291
2020 Q3	$14K	Buy	+10,602	New	+$14.9K	﹤0.01%	242
2020 Q2	–	Sell	-17,519	Closed	-$26K	–	196
2020 Q1	$26K	Buy	+17,519	New	+$45.2K	0.01%	163
2016 Q3	–	Sell	-11,316	Closed	-$34K	–	100
2016 Q2	$34K	Hold	11,316	–	–	0.02%	109
2016 Q1	$45K	Buy	+11,316	New	+$43.8K	0.03%	106
2015 Q2	–	Sell	-4,890	Closed	-$23K	–	253
2015 Q1	$23K	Hold	4,890	–	–	0.02%	256
2014 Q4	$23K	Buy	+4,890	New	+$23.6K	0.02%	267

Other funds holding LYG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intersect Capital's LYG Position: Q2 2021 in Review

Intersect Capital sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 14,662 shares — an estimated $34K sold.

Intersect Capital first reported a position in LYG in Q4 2014 and held it in 8 quarters. The position peaked at $45K in Q1 2016. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

Intersect Capital reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
Intersect Capital sold 14,662 Lloyds Banking Group shares in Q2 2021, an estimated $34K.
Intersect Capital first reported a position in Lloyds Banking Group in Q4 2014 and held it in 8 quarters.
Intersect Capital's Lloyds Banking Group position peaked at $45K in Q1 2016.
243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Intersect Capital's 13F filing for Q2 2021, filed 10 Aug 2021.