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Private Capital Group’s Lloyds Banking Group LYG Stock Holding History

Private Capital 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
2022
Q2 		$2K Sell
910
-3,360
-79% -$7.42K ﹤0.01% 1544
2022
Q1 		$10K Buy
4,270
+588
+16% +$1.56K ﹤0.01% 1274
2021
Q4 		$9K Buy
3,682
+2,772
+305% +$7.07K ﹤0.01% 1338
2021
Q3 		$2K Buy
910
+169
+23% +$414 ﹤0.01% 1863
2021
Q2 		$2K Hold
741
– – ﹤0.01% 1852
2021
Q1 		$2K Buy
741
+307
+71% +$638 ﹤0.01% 1764
2020
Q4 		$1K Sell
434
-338
-44% -$570 ﹤0.01% 1916
2020
Q3 		$1K Sell
772
-5,343
-87% -$7.49K ﹤0.01% 1862
2020
Q2 		$9K Sell
6,115
-9,412
-61% -$14.1K ﹤0.01% 1373
2020
Q1 		$23K Sell
15,527
-6,259
-29% -$16.1K 0.01% 960
2019
Q4 		$72K Buy
21,786
+13,698
+169% +$41.4K 0.02% 565
2019
Q3 		$21K Sell
8,088
-15,156
-65% -$39.3K ﹤0.01% 1170
2019
Q2 		$77K Buy
23,244
+20,948
+912% +$64.8K 0.02% 484
2019
Q1 		$7K Buy
2,296
+1,098
+92% +$3.36K ﹤0.01% 1574
2018
Q4 		$3K Sell
1,198
-18,507
-94% -$52.6K ﹤0.01% 1781
2018
Q3 		$60K Sell
19,705
-3,539
-15% -$11.3K 0.01% 628
2018
Q2 		$77K Sell
23,244
-2,378
-9% -$8.45K 0.02% 519
2018
Q1 		$95K Buy
25,622
+688
+3% +$2.67K 0.02% 424
2017
Q4 		$94 Buy
+24,934
New +$89.9K 0.02% 438

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Capital Group's LYG Position: Q2 2022 in Review

Private Capital Group reduced its Lloyds Banking Group (LYG) stake by 79% in Q2 2022, selling an estimated $7.42K and leaving 910 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Private Capital Group first reported a position in LYG in Q4 2017 and has held it in 19 quarters since. The position peaked at $95K in Q1 2018. 298 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

  • Private Capital Group held 910 shares of Lloyds Banking Group worth $2K as of Q2 2022.
  • Private Capital Group sold 3,360 Lloyds Banking Group shares in Q2 2022, an estimated $7.42K.
  • Lloyds Banking Group made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1544 holding.
  • Private Capital Group first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Lloyds Banking Group position peaked at $95K in Q1 2018.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.