MHS
LYG icon

M Holdings Securities’s Lloyds Banking Group LYG Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-12,030
Closed -$39K – 279
2019
Q1 		$39K Hold
12,030
– – 0.01% 359
2018
Q4 		$31K Sell
12,030
-1,500
-11% -$4.26K 0.01% 323
2018
Q3 		$41K Hold
13,530
– – 0.01% 346
2018
Q2 		$45K Hold
13,530
– – 0.01% 338
2018
Q1 		$50K Hold
13,530
– – 0.02% 315
2017
Q4 		$51K Sell
13,530
-500
-4% -$1.8K 0.02% 309
2017
Q3 		$51K Buy
14,030
+3,830
+38% +$13.3K 0.02% 304
2017
Q2 		$36K Sell
10,200
-5,300
-34% -$18.8K 0.01% 293
2017
Q1 		$53K Hold
15,500
– – 0.02% 266
2016
Q4 		$48K Sell
15,500
-10,000
-39% -$29.3K 0.02% 254
2016
Q3 		$73K Buy
25,500
+15,500
+155% +$46.1K 0.03% 252
2016
Q2 		$30K Hold
10,000
– – 0.02% 239
2016
Q1 		$40K Hold
10,000
– – 0.02% 207
2015
Q4 		$44K Sell
10,000
-4,000
-29% -$18.1K 0.03% 196
2015
Q3 		$64K Hold
14,000
– – 0.05% 183
2015
Q2 		$76K Sell
14,000
-2,000
-13% -$10.4K 0.05% 190
2015
Q1 		$75K Hold
16,000
– – 0.05% 183
2014
Q4 		$74K Sell
16,000
-2,414
-13% -$11.7K 0.05% 181
2014
Q3 		$93K Hold
18,414
– – 0.05% 295
2014
Q2 		$95K Buy
+18,414
New +$95.5K 0.06% 186

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return