IC
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return