Neuburgh Advisers’s Lloyds Banking Group LYG Stock Holding History

Neuburgh Advisers’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
2018 Q4	–	Sell	-61,116	Closed	-$186K	–	915
2018 Q3	$186K	Hold	61,116	–	–	0.01%	707
2018 Q2	$204K	Hold	61,116	–	–	0.01%	641
2018 Q1	$227K	Hold	61,116	–	–	0.01%	610
2017 Q4	$229K	Hold	61,116	–	–	0.01%	622
2017 Q3	$224K	Hold	61,116	–	–	0.01%	577
2017 Q2	$216K	Hold	61,116	–	–	0.01%	556
2017 Q1	$208K	Hold	61,116	–	–	0.01%	488
2016 Q4	$190K	Buy	+61,116	New	+$179K	0.01%	477

Other funds holding LYG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Neuburgh Advisers's LYG Position: Q4 2018 in Review

Neuburgh Advisers sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 61,116 shares — an estimated $186K sold.

Neuburgh Advisers first reported a position in LYG in Q4 2016 and held it in 8 quarters. The position peaked at $229K in Q4 2017. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

Neuburgh Advisers reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
Neuburgh Advisers sold 61,116 Lloyds Banking Group shares in Q4 2018, an estimated $186K.
Neuburgh Advisers first reported a position in Lloyds Banking Group in Q4 2016 and held it in 8 quarters.
Neuburgh Advisers's Lloyds Banking Group position peaked at $229K in Q4 2017.
285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Neuburgh Advisers's 13F filing for Q4 2018, filed 13 Feb 2019.