Patton Albertson Miller Group’s Lloyds Banking Group LYG Stock Holding History

Patton Albertson Miller 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
2020 Q2	–	Sell	-16,300	Closed	-$25K	–	215
2020 Q1	$25K	Hold	16,300	–	–	0.01%	209
2019 Q4	$54K	Buy	16,300 +4,300	+36%	+$13K	0.01%	235
2019 Q3	$32K	Sell	12,000 -4,646	-28%	-$12K	0.01%	233
2019 Q2	$39K	Buy	+16,646	New	+$51.5K	0.01%	241

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

Patton Albertson Miller Group's LYG Position: Q2 2020 in Review

Patton Albertson Miller Group sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 16,300 shares — an estimated $25K sold.

Patton Albertson Miller Group first reported a position in LYG in Q2 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

Patton Albertson Miller Group reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
Patton Albertson Miller Group sold 16,300 Lloyds Banking Group shares in Q2 2020, an estimated $25K.
Patton Albertson Miller Group first reported a position in Lloyds Banking Group in Q2 2019 and held it in 4 quarters.
Patton Albertson Miller Group's Lloyds Banking Group position peaked at $54K in Q4 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Patton Albertson Miller Group's 13F filing for Q2 2020, filed 10 Aug 2020.