Keystone Financial Group (Kentucky)’s Lloyds Banking Group LYG Stock Holding History

Keystone Financial Group (Kentucky)’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 Q3	–	Sell	-18,199	Closed	-$27K	–	241
2020 Q2	$27K	Hold	18,199	–	–	0.01%	225
2020 Q1	$27K	Hold	18,199	–	–	0.01%	201
2019 Q4	$60K	Hold	18,199	–	–	0.02%	245
2019 Q3	$48K	Hold	18,199	–	–	0.01%	228
2019 Q2	$52K	Hold	18,199	–	–	0.02%	222
2019 Q1	$58K	Buy	18,199 +45	+0.2%	+$138	0.02%	217
2018 Q4	$46K	Hold	18,154	–	–	0.02%	176
2018 Q3	$55K	Hold	18,154	–	–	0.02%	187
2018 Q2	$60K	Hold	18,154	–	–	0.03%	169
2018 Q1	$67K	Hold	18,154	–	–	0.04%	159
2017 Q4	$69K	Buy	+18,154	New	+$65.5K	0.04%	127

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

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

MIS

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

Keystone Financial Group (Kentucky)'s LYG Position: Q3 2020 in Review

Keystone Financial Group (Kentucky) sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 18,199 shares — an estimated $27K sold.

Keystone Financial Group (Kentucky) first reported a position in LYG in Q4 2017 and held it in 11 quarters. The position peaked at $69K in Q4 2017. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

Keystone Financial Group (Kentucky) reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 18,199 Lloyds Banking Group shares in Q3 2020, an estimated $27K.
Keystone Financial Group (Kentucky) first reported a position in Lloyds Banking Group in Q4 2017 and held it in 11 quarters.
Keystone Financial Group (Kentucky)'s Lloyds Banking Group position peaked at $69K in Q4 2017.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2020, filed 13 Nov 2020.