Martin Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Martin Capital Partners’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	-1,283,253	Closed	-$1.94M	–	63
2020 Q1	$1.94M	Buy	1,283,253 +24,593	+2%	+$63.4K	1.48%	35
2019 Q4	$4.17M	Buy	1,258,660 +52,047	+4%	+$157K	2.46%	15
2019 Q3	$3.19M	Buy	1,206,613 +51,404	+4%	+$133K	2.14%	24
2019 Q2	$3.28M	Buy	1,155,209 +55,363	+5%	+$171K	2.32%	24
2019 Q1	$3.53M	Buy	1,099,846 +135,214	+14%	+$414K	2.73%	15
2018 Q4	$2.47M	Buy	964,632 +449,487	+87%	+$1.28M	2.28%	21
2018 Q3	$1.57M	Buy	+515,145	New	+$1.65M	1.4%	35

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Martin Capital Partners's LYG Position: Q2 2020 in Review

Martin Capital Partners sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 1,283,253 shares — an estimated $1.94M sold.

Martin Capital Partners first reported a position in LYG in Q3 2018 and held it in 7 quarters. The position peaked at $4.17M in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Martin Capital Partners reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Martin Capital Partners sold 1,283,253 Lloyds Banking Group shares in Q2 2020, an estimated $1.94M.
Martin Capital Partners first reported a position in Lloyds Banking Group in Q3 2018 and held it in 7 quarters.
Martin Capital Partners's Lloyds Banking Group position peaked at $4.17M in Q4 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Martin Capital Partners's 13F filing for Q2 2020, filed 7 Jul 2020.