Mackenzie Financial
LYG icon

Mackenzie Financial’s Lloyds Banking Group LYG Stock Holding History

Mackenzie Financial’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 		– Sell
-89,150
Closed -$135K – 1080
2020
Q1 		$135K Sell
89,150
-56,950
-39% -$147K ﹤0.01% 1004
2019
Q4 		$484K Buy
146,100
+62,000
+74% +$188K ﹤0.01% 861
2019
Q3 		$222K Buy
84,100
+48,500
+136% +$126K ﹤0.01% 943
2019
Q2 		$101K Buy
+35,600
New +$110K ﹤0.01% 1069
2017
Q3 		– Sell
-32,325
Closed -$114K – 650
2017
Q2 		$114K Buy
32,325
+9,159
+40% +$32.5K ﹤0.01% 605
2017
Q1 		$79K Buy
+23,166
New +$78.1K ﹤0.01% 626

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

Mackenzie Financial's LYG Position: Q2 2020 in Review

Mackenzie Financial sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 89,150 shares — an estimated $135K sold.

Mackenzie Financial first reported a position in LYG in Q1 2017 and held it in 6 quarters. The position peaked at $484K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Mackenzie Financial reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Mackenzie Financial sold 89,150 Lloyds Banking Group shares in Q2 2020, an estimated $135K.
  • Mackenzie Financial first reported a position in Lloyds Banking Group in Q1 2017 and held it in 6 quarters.
  • Mackenzie Financial's Lloyds Banking Group position peaked at $484K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Mackenzie Financial's 13F filing for Q2 2020, filed 13 Aug 2020.