Lord, Abbett & Co
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Lord, Abbett & Co’s Lloyds Banking Group LYG Stock Holding History

Lord, Abbett & 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
2016
Q4 		– Sell
-30,555
Closed -$88K – 919
2016
Q3 		$88K Sell
30,555
-23,360
-43% -$69.4K ﹤0.01% 855
2016
Q2 		$160K Buy
53,915
+3,909
+8% +$15.3K ﹤0.01% 861
2016
Q1 		$198K Buy
50,006
+6,765
+16% +$26.2K ﹤0.01% 869
2015
Q4 		$188K Sell
43,241
-5,775
-12% -$26.2K ﹤0.01% 868
2015
Q3 		$225K Sell
49,016
-3,140
-6% -$15.7K ﹤0.01% 892
2015
Q2 		$284K Sell
52,156
-481,848
-90% -$2.51M ﹤0.01% 908
2015
Q1 		$2.49M Sell
534,004
-32,094
-6% -$150K 0.01% 834
2014
Q4 		$2.63M Sell
566,098
-237,288
-30% -$1.15M 0.01% 830
2014
Q3 		$4.05M Sell
803,386
-668,854
-45% -$3.36M 0.01% 777
2014
Q2 		$7.57M Buy
1,472,240
+117,384
+9% +$609K 0.02% 709
2014
Q1 		$6.9M Buy
+1,354,856
New +$7.35M 0.02% 738

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lord, Abbett & Co's LYG Position: Q4 2016 in Review

Lord, Abbett & Co sold out of Lloyds Banking Group (LYG) in Q4 2016, closing a stake of 30,555 shares — an estimated $88K sold.

Lord, Abbett & Co first reported a position in LYG in Q1 2014 and held it in 11 quarters. The position peaked at $7.57M in Q2 2014. 201 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

  • Lord, Abbett & Co reported no remaining Lloyds Banking Group position as of Q4 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 30,555 Lloyds Banking Group shares in Q4 2016, an estimated $88K.
  • Lord, Abbett & Co first reported a position in Lloyds Banking Group in Q1 2014 and held it in 11 quarters.
  • Lord, Abbett & Co's Lloyds Banking Group position peaked at $7.57M in Q2 2014.
  • 201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on Lord, Abbett & Co's 13F filing for Q4 2016, filed 14 Feb 2017.