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Jefferies Group’s Lloyds Banking Group LYG Stock Holding History

Jefferies Group’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
-19,050
Closed -$63K – 2411
2019
Q4 		$63K Sell
19,050
-69,877
-79% -$211K ﹤0.01% 2432
2019
Q3 		$235K Buy
+88,927
New +$231K ﹤0.01% 2288
2017
Q1 		– Sell
-234,700
Closed -$728K – 2521
2016
Q4 		$728K Buy
234,700
+216,778
+1,210% +$634K ﹤0.01% 1439
2016
Q3 		$51K Buy
+17,922
New +$53.3K ﹤0.01% 2089
2013
Q4 		– Sell
-12,500
Closed -$60K – 2094
2013
Q3 		$60K Buy
+12,500
New +$56.4K ﹤0.01% 1760

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
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
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Group's LYG Position: Q1 2020 in Review

Jefferies Group sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 19,050 shares — an estimated $63K sold.

Jefferies Group first reported a position in LYG in Q3 2013 and held it in 5 quarters. The position peaked at $728K in Q4 2016. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Jefferies Group reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 19,050 Lloyds Banking Group shares in Q1 2020, an estimated $63K.
  • Jefferies Group first reported a position in Lloyds Banking Group in Q3 2013 and held it in 5 quarters.
  • Jefferies Group's Lloyds Banking Group position peaked at $728K in Q4 2016.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.