L.J. Altfest & Co’s Lloyds Banking Group LYG Stock Holding History

L.J. Altfest & Co’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 Q1	–	Sell	-126,784	Closed	-$248K	–	286
2020 Q4	$248K	Buy	126,784 +110,372	+673%	+$186K	0.06%	222
2020 Q3	$21K	Sell	16,412 -18,639	-53%	-$26.1K	0.01%	227
2020 Q2	$53K	Buy	35,051 +1,698	+5%	+$2.55K	0.02%	214
2020 Q1	$50K	Buy	+33,353	New	+$86K	0.02%	197

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

L.J. Altfest & Co's LYG Position: Q1 2021 in Review

L.J. Altfest & Co sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 126,784 shares — an estimated $248K sold.

L.J. Altfest & Co first reported a position in LYG in Q1 2020 and held it in 4 quarters. The position peaked at $248K in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

L.J. Altfest & Co reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
L.J. Altfest & Co sold 126,784 Lloyds Banking Group shares in Q1 2021, an estimated $248K.
L.J. Altfest & Co first reported a position in Lloyds Banking Group in Q1 2020 and held it in 4 quarters.
L.J. Altfest & Co's Lloyds Banking Group position peaked at $248K in Q4 2020.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on L.J. Altfest & Co's 13F filing for Q1 2021, filed 7 May 2021.