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Lenox Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Lenox Wealth Management’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 		$0 Sell
515
-782
-60% -$1.17K ﹤0.01% 766
2020
Q1 		$1K Sell
1,297
-3,698
-74% -$9.53K ﹤0.01% 665
2019
Q4 		$17K Buy
4,995
+729
+17% +$2.21K ﹤0.01% 375
2019
Q3 		$11K Buy
+4,266
New +$11.1K ﹤0.01% 434

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

Lenox Wealth Management's LYG Position: Q2 2020 in Review

Lenox Wealth Management reduced its Lloyds Banking Group (LYG) stake by 60% in Q2 2020, selling an estimated $1.17K and leaving 515 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Lenox Wealth Management first reported a position in LYG in Q3 2019 and has held it in 4 quarters since. The position peaked at $17K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Lenox Wealth Management held 515 shares of Lloyds Banking Group worth $0 as of Q2 2020.
  • Lenox Wealth Management sold 782 Lloyds Banking Group shares in Q2 2020, an estimated $1.17K.
  • Lloyds Banking Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #766 holding.
  • Lenox Wealth Management first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 4 quarters since.
  • Lenox Wealth Management's Lloyds Banking Group position peaked at $17K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.