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

Principal 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
2019 Q4	–	Sell	-30,879	Closed	-$82K	–	2259
2019 Q3	$82K	Hold	30,879	–	–	﹤0.01%	2192
2019 Q2	$88K	Hold	30,879	–	–	﹤0.01%	2187
2019 Q1	$99K	Hold	30,879	–	–	﹤0.01%	2154
2018 Q4	$79K	Hold	30,879	–	–	﹤0.01%	2181
2018 Q3	$94K	Hold	30,879	–	–	﹤0.01%	2237
2018 Q2	$103K	Hold	30,879	–	–	﹤0.01%	2222
2018 Q1	$115K	Buy	30,879 +11,881	+63%	+$46K	﹤0.01%	2150
2017 Q4	$71K	Buy	18,998 +3,996	+27%	+$14.4K	﹤0.01%	2206
2017 Q3	$55K	Hold	15,002	–	–	﹤0.01%	2171
2017 Q2	$53K	Buy	+15,002	New	+$53.3K	﹤0.01%	2230

Other funds holding LYG

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

MIP

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

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

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

PPA

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

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

SCCM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group's LYG Position: Q4 2019 in Review

Principal Financial Group sold out of Lloyds Banking Group (LYG) in Q4 2019, closing a stake of 30,879 shares — an estimated $82K sold.

Principal Financial Group first reported a position in LYG in Q2 2017 and held it in 10 quarters. The position peaked at $115K in Q1 2018. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

Principal Financial Group reported no remaining Lloyds Banking Group position as of Q4 2019 after selling out during the quarter.
Principal Financial Group sold 30,879 Lloyds Banking Group shares in Q4 2019, an estimated $82K.
Principal Financial Group first reported a position in Lloyds Banking Group in Q2 2017 and held it in 10 quarters.
Principal Financial Group's Lloyds Banking Group position peaked at $115K in Q1 2018.
326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Principal Financial Group's 13F filing for Q4 2019, filed 5 Feb 2020.