Sandy Spring Bank’s Lloyds Banking Group LYG Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-7,694	Closed	-$29K	–	856
2017 Q4	$29K	Buy	7,694 +1,704	+28%	+$6.14K	﹤0.01%	531
2017 Q3	$22K	Buy	+5,990	New	+$20.9K	﹤0.01%	561
2014 Q4	–	Sell	-479	Closed	-$2K	–	810
2014 Q3	$2K	Hold	479	–	–	﹤0.01%	748
2014 Q2	$2K	Hold	479	–	–	﹤0.01%	762
2014 Q1	$2K	Buy	+479	New	+$2.6K	﹤0.01%	710

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCCM

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

MIP

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

PPA

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

Sandy Spring Bank's LYG Position: Q1 2018 in Review

Sandy Spring Bank sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 7,694 shares — an estimated $29K sold.

Sandy Spring Bank first reported a position in LYG in Q1 2014 and held it in 5 quarters. The position peaked at $29K in Q4 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

Sandy Spring Bank reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
Sandy Spring Bank sold 7,694 Lloyds Banking Group shares in Q1 2018, an estimated $29K.
Sandy Spring Bank first reported a position in Lloyds Banking Group in Q1 2014 and held it in 5 quarters.
Sandy Spring Bank's Lloyds Banking Group position peaked at $29K in Q4 2017.
262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on Sandy Spring Bank's 13F filing for Q1 2018, filed 4 May 2018.