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LYG icon

OFI Advisors’s Lloyds Banking Group LYG Stock Holding History

OFI Advisors’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
2015
Q3 		$110K Buy
23,927
+3,075
+15% +$15.4K 0.01% 1440
2015
Q2 		$113K Sell
20,852
-1,933
-8% -$10.1K 0.01% 1453
2015
Q1 		$106K Sell
22,785
-11,955
-34% -$55.7K 0.01% 1484
2014
Q4 		$161K Buy
34,740
+1,115
+3% +$5.39K 0.01% 1316
2014
Q3 		$169K Buy
33,625
+768
+2% +$3.86K 0.01% 1241
2014
Q2 		$169K Sell
32,857
-3,358
-9% -$17.4K 0.01% 1246
2014
Q1 		$184K Sell
36,215
-4,555
-11% -$24.7K 0.01% 1152
2013
Q4 		$217K Sell
40,770
-2,154
-5% -$10.8K 0.02% 1036
2013
Q3 		$206K Sell
42,924
-16,984
-28% -$76.6K 0.02% 954
2013
Q2 		$230K Buy
+59,908
New +$208K 0.02% 798

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return