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Next Financial Group’s Lloyds Banking Group LYG Stock Holding History

Next Financial Group’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
2021
Q2 		– Sell
-5,306
Closed -$12K – 2666
2021
Q1 		$12K Hold
5,306
– – ﹤0.01% 1831
2020
Q4 		$10K Sell
5,306
-351
-6% -$592 ﹤0.01% 1784
2020
Q3 		$7K Buy
+5,657
New +$7.93K ﹤0.01% 1736
2020
Q2 		– Sell
-2,379
Closed -$4K – 1338
2020
Q1 		$4K Sell
2,379
-2,680
-53% -$6.91K ﹤0.01% 1778
2019
Q4 		$17K Hold
5,059
– – ﹤0.01% 1591
2019
Q3 		$13K Buy
5,059
+466
+10% +$1.21K ﹤0.01% 1611
2019
Q2 		$13K Buy
4,593
+3,093
+206% +$9.56K ﹤0.01% 1607
2019
Q1 		$5K Sell
1,500
-500
-25% -$1.53K ﹤0.01% 1261
2018
Q4 		$5K Sell
2,000
-1,100
-35% -$3.13K ﹤0.01% 1546
2018
Q3 		$9K Buy
+3,100
New +$9.94K ﹤0.01% 1014
2017
Q4 		– Sell
-2,500
Closed -$9K – 916
2017
Q3 		$9K Buy
2,500
+1,403
+128% +$4.89K ﹤0.01% 1251
2017
Q2 		$4K Hold
1,097
– – ﹤0.01% 1611
2017
Q1 		$4K Hold
1,097
– – ﹤0.01% 1568
2016
Q4 		$3K Sell
1,097
-1,850
-63% -$5.41K ﹤0.01% 2088
2016
Q3 		$8K Sell
2,947
-1,250
-30% -$3.71K ﹤0.01% 1759
2016
Q2 		$12K Hold
4,197
– – ﹤0.01% 1141
2016
Q1 		$16K Buy
4,197
+1,797
+75% +$6.96K 0.01% 1020
2015
Q4 		$10K Buy
2,400
+600
+33% +$2.72K ﹤0.01% 1173
2015
Q3 		$8K Sell
1,800
-5,000
-74% -$25K ﹤0.01% 1291
2015
Q2 		$36K Sell
6,800
-500
-7% -$2.6K 0.01% 785
2015
Q1 		$34K Sell
7,300
-200
-3% -$932 0.01% 794
2014
Q4 		$35K Buy
7,500
+700
+10% +$3.38K 0.01% 784
2014
Q3 		$34K Buy
+6,800
New +$34.2K 0.01% 1147

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Next Financial Group's LYG Position: Q2 2021 in Review

Next Financial Group sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 5,306 shares — an estimated $12K sold.

Next Financial Group first reported a position in LYG in Q3 2014 and held it in 23 quarters. The position peaked at $36K in Q2 2015. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

  • Next Financial Group reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 5,306 Lloyds Banking Group shares in Q2 2021, an estimated $12K.
  • Next Financial Group first reported a position in Lloyds Banking Group in Q3 2014 and held it in 23 quarters.
  • Next Financial Group's Lloyds Banking Group position peaked at $36K in Q2 2015.
  • 243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.