Parcion Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Parcion Private Wealth’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	-22,713	Closed	-$34K	–	196
2020 Q1	$34K	Sell	22,713 -35,288	-61%	-$90.9K	0.01%	184
2019 Q4	$192K	Buy	+58,001	New	+$175K	0.04%	215

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

Parcion Private Wealth's LYG Position: Q2 2020 in Review

Parcion Private Wealth sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 22,713 shares — an estimated $34K sold.

Parcion Private Wealth first reported a position in LYG in Q4 2019 and held it in 2 quarters. The position peaked at $192K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Parcion Private Wealth reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Parcion Private Wealth sold 22,713 Lloyds Banking Group shares in Q2 2020, an estimated $34K.
Parcion Private Wealth first reported a position in Lloyds Banking Group in Q4 2019 and held it in 2 quarters.
Parcion Private Wealth's Lloyds Banking Group position peaked at $192K in Q4 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.