Israel Discount Bank of New York’s Lloyds Banking Group LYG Stock Holding History

Israel Discount Bank of New York’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	-16,250	Closed	-$25K	–	89
2020 Q1	$25K	Hold	16,250	–	–	0.02%	84
2019 Q4	$54K	Sell	16,250 -150	-0.9%	-$454	0.04%	88
2019 Q3	$43K	Hold	16,400	–	–	0.03%	83
2019 Q2	$47K	Buy	16,400 +250	+2%	+$773	0.04%	80
2019 Q1	$52K	Hold	16,150	–	–	0.04%	199
2018 Q4	$41K	Buy	16,150 +150	+0.9%	+$426	0.03%	230
2018 Q3	$49K	Sell	16,000 -595	-4%	-$1.91K	0.03%	214
2018 Q2	$55K	Sell	16,595 -130	-0.8%	-$462	0.04%	251
2018 Q1	$62K	Hold	16,725	–	–	0.04%	224
2017 Q4	$63K	Buy	+16,725	New	+$60.3K	0.04%	223

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Israel Discount Bank of New York's LYG Position: Q2 2020 in Review

Israel Discount Bank of New York sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 16,250 shares — an estimated $25K sold.

Israel Discount Bank of New York first reported a position in LYG in Q4 2017 and held it in 10 quarters. The position peaked at $63K in Q4 2017. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Israel Discount Bank of New York reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Israel Discount Bank of New York sold 16,250 Lloyds Banking Group shares in Q2 2020, an estimated $25K.
Israel Discount Bank of New York first reported a position in Lloyds Banking Group in Q4 2017 and held it in 10 quarters.
Israel Discount Bank of New York's Lloyds Banking Group position peaked at $63K in Q4 2017.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Israel Discount Bank of New York's 13F filing for Q2 2020, filed 7 Aug 2020.