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JP Morgan Private Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

JP Morgan Private Wealth Advisors’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
-208,147
Closed -$314K – 1579
2020
Q1 		$314K Sell
208,147
-140,247
-40% -$361K ﹤0.01% 1118
2019
Q4 		$1.15M Buy
348,394
+2,600
+0.8% +$7.86K 0.01% 754
2019
Q3 		$913K Sell
345,794
-43,842
-11% -$114K ﹤0.01% 788
2019
Q2 		$1.11M Sell
389,636
-4,474
-1% -$13.8K 0.01% 717
2019
Q1 		$1.26M Buy
394,110
+80,136
+26% +$245K 0.01% 722
2018
Q4 		$804K Sell
313,974
-40,172
-11% -$114K ﹤0.01% 821
2018
Q3 		$1.08M Sell
354,146
-9,810
-3% -$31.4K 0.01% 803
2018
Q2 		$1.21M Buy
363,956
+1,726
+0.5% +$6.13K 0.01% 714
2018
Q1 		$1.35M Buy
362,230
+198,337
+121% +$768K 0.01% 577
2017
Q4 		$615K Buy
+163,893
New +$591K ﹤0.01% 799
2017
Q1 		– Sell
-13,168
Closed -$41K – 1349
2016
Q4 		$41K Sell
13,168
-167,429
-93% -$490K ﹤0.01% 1229
2016
Q3 		$518K Buy
180,597
+151,189
+514% +$449K ﹤0.01% 778
2016
Q2 		$88K Buy
+29,408
New +$115K ﹤0.01% 1213
2015
Q4 		– Sell
-13,052
Closed -$60K – 1189
2015
Q3 		$60K Sell
13,052
-15,743
-55% -$78.8K ﹤0.01% 1016
2015
Q2 		$156K Buy
28,795
+17,386
+152% +$90.5K ﹤0.01% 995
2015
Q1 		$53K Buy
11,409
+904
+9% +$4.21K ﹤0.01% 1111
2014
Q4 		$49K Buy
+10,505
New +$50.8K ﹤0.01% 1071

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LYG Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 208,147 shares — an estimated $314K sold.

JP Morgan Private Wealth Advisors first reported a position in LYG in Q4 2014 and held it in 17 quarters. The position peaked at $1.35M in Q1 2018. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 208,147 Lloyds Banking Group shares in Q2 2020, an estimated $314K.
  • JP Morgan Private Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2014 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Lloyds Banking Group position peaked at $1.35M in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.