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Lloyds Banking Group’s Affiliated Managers Group AMG Stock Holding History

Lloyds Banking Group’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,049
Closed -$210K – 78
2014
Q3 		$210K Buy
+1,049
New +$214K 0.06% 263

Other funds holding AMG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lloyds Banking Group's AMG Position: Q4 2014 in Review

Lloyds Banking Group sold out of Affiliated Managers Group (AMG) in Q4 2014, closing a stake of 1,049 shares — an estimated $210K sold.

Lloyds Banking Group first reported a position in AMG in Q3 2014 and held it in 1 quarter. The position peaked at $210K in Q3 2014. 477 funds tracked by Wall St. Rank hold AMG as of Q4 2014.

  • Lloyds Banking Group reported no remaining Affiliated Managers Group position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 1,049 Affiliated Managers Group shares in Q4 2014, an estimated $210K.
  • Lloyds Banking Group first reported a position in Affiliated Managers Group in Q3 2014 and held it in 1 quarter.
  • Lloyds Banking Group's Affiliated Managers Group position peaked at $210K in Q3 2014.
  • 477 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.