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Ladenburg Thalmann Financial Services’s Lloyds Banking Group LYG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$731K Sell
221,695
-23,013
-9% -$69.6K ﹤0.01% 1512
2019
Q3 		$647K Buy
244,708
+18,539
+8% +$48.1K ﹤0.01% 1559
2019
Q2 		$643K Sell
226,169
-5,911
-3% -$18.3K ﹤0.01% 1550
2019
Q1 		$745K Buy
232,080
+121,441
+110% +$371K 0.01% 1386
2018
Q4 		$283K Buy
110,639
+54,895
+98% +$156K ﹤0.01% 1956
2018
Q3 		$169K Sell
55,744
-52,950
-49% -$170K ﹤0.01% 2440
2018
Q2 		$403K Hold
108,694
– – ﹤0.01% 1712
2018
Q1 		$403K Buy
108,694
+11,719
+12% +$45.4K ﹤0.01% 1712
2017
Q4 		$364K Buy
96,975
+12,757
+15% +$46K ﹤0.01% 1766
2017
Q3 		$306K Buy
84,218
+29,633
+54% +$103K ﹤0.01% 1785
2017
Q2 		$193K Buy
54,585
+6,477
+13% +$23K ﹤0.01% 2052
2017
Q1 		$162K Buy
48,108
+3,939
+9% +$13.3K ﹤0.01% 2060
2016
Q4 		$142K Buy
44,169
+6,798
+18% +$19.9K ﹤0.01% 2056
2016
Q3 		$106K Sell
37,371
-8,015
-18% -$23.8K ﹤0.01% 2208
2016
Q2 		$136K Sell
45,386
-1,810
-4% -$7.08K ﹤0.01% 1932
2016
Q1 		$187K Buy
47,196
+70
+0.1% +$271 ﹤0.01% 1648
2015
Q4 		$205K Buy
47,126
+9,061
+24% +$41.1K ﹤0.01% 1563
2015
Q3 		$175K Buy
38,065
+5,695
+18% +$28.5K ﹤0.01% 1572
2015
Q2 		$173K Buy
32,370
+1,369
+4% +$7.13K ﹤0.01% 1702
2015
Q1 		$147K Buy
31,001
+6,001
+24% +$28K ﹤0.01% 1802
2014
Q4 		$115K Buy
25,000
+4,378
+21% +$21.2K ﹤0.01% 1805
2014
Q3 		$104K Buy
20,622
+306
+2% +$1.54K ﹤0.01% 1580
2014
Q2 		$104K Sell
20,316
-1,120
-5% -$5.81K ﹤0.01% 1575
2014
Q1 		$109K Buy
21,436
+6,058
+39% +$32.9K ﹤0.01% 1462
2013
Q4 		$82K Buy
15,378
+660
+4% +$3.31K ﹤0.01% 1582
2013
Q3 		$72K Buy
14,718
+180
+1% +$812 ﹤0.01% 1587
2013
Q2 		$58K Buy
+14,538
New +$50.6K ﹤0.01% 1634

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LYG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Lloyds Banking Group (LYG) stake by 9.4% in Q4 2019, selling an estimated $69.6K and leaving 221,695 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Ladenburg Thalmann Financial Services first reported a position in LYG in Q2 2013 and has held it in 27 quarters since. The position peaked at $745K in Q1 2019. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 221,695 shares of Lloyds Banking Group worth $731K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 23,013 Lloyds Banking Group shares in Q4 2019, an estimated $69.6K.
  • Lloyds Banking Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1512 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Lloyds Banking Group position peaked at $745K in Q1 2019.
  • 326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.