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Profund Advisors’s Lloyds Banking Group LYG Stock Holding History

Profund 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
2018
Q4 		– Sell
-231,946
Closed -$705K – 1306
2018
Q3 		$705K Sell
231,946
-4,055
-2% -$13K 0.03% 559
2018
Q2 		$786K Sell
236,001
-12,976
-5% -$46.1K 0.03% 485
2018
Q1 		$926K Sell
248,977
-201,939
-45% -$782K 0.04% 448
2017
Q4 		$1.69M Sell
450,916
-39,818
-8% -$144K 0.07% 282
2017
Q3 		$1.8M Buy
490,734
+132,342
+37% +$461K 0.07% 243
2017
Q2 		$1.26M Sell
358,392
-96,996
-21% -$345K 0.06% 308
2017
Q1 		$1.55M Buy
455,388
+153,714
+51% +$518K 0.07% 264
2016
Q4 		$935K Buy
301,674
+91,800
+44% +$269K 0.04% 468
2016
Q3 		$602K Buy
209,874
+17,358
+9% +$51.6K 0.03% 650
2016
Q2 		$572K Sell
192,516
-48,392
-20% -$189K 0.03% 702
2016
Q1 		$952K Buy
+240,908
New +$933K 0.05% 367

Other funds holding LYG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Profund Advisors's LYG Position: Q4 2018 in Review

Profund Advisors sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 231,946 shares — an estimated $705K sold.

Profund Advisors first reported a position in LYG in Q1 2016 and held it in 11 quarters. The position peaked at $1.8M in Q3 2017. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

  • Profund Advisors reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
  • Profund Advisors sold 231,946 Lloyds Banking Group shares in Q4 2018, an estimated $705K.
  • Profund Advisors first reported a position in Lloyds Banking Group in Q1 2016 and held it in 11 quarters.
  • Profund Advisors's Lloyds Banking Group position peaked at $1.8M in Q3 2017.
  • 285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Profund Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.