Samalin Investment Counsel’s Lloyds Banking Group LYG Stock Holding History

Samalin Investment Counsel’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 Q1	–	Sell	-5,237	Closed	-$17K	–	370
2019 Q4	$17K	Buy	+5,237	New	+$15.8K	0.01%	396

Other funds holding LYG

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

SCCM

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

PPA

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Samalin Investment Counsel's LYG Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 5,237 shares — an estimated $17K sold.

Samalin Investment Counsel first reported a position in LYG in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

Samalin Investment Counsel reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 5,237 Lloyds Banking Group shares in Q1 2020, an estimated $17K.
Samalin Investment Counsel first reported a position in Lloyds Banking Group in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's Lloyds Banking Group position peaked at $17K in Q4 2019.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.