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Santori & Peters Inc’s Lloyds Banking Group LYG Stock Holding History

Santori & Peters Inc’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
-2,571
Closed -$9K – 330
2017
Q4 		$9K Buy
+2,571
New +$9.27K 0.01% 319

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
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

Santori & Peters Inc's LYG Position: Q1 2018 in Review

Santori & Peters Inc sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 2,571 shares — an estimated $9K sold.

Santori & Peters Inc first reported a position in LYG in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

  • Santori & Peters Inc reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 2,571 Lloyds Banking Group shares in Q1 2018, an estimated $9K.
  • Santori & Peters Inc first reported a position in Lloyds Banking Group in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Lloyds Banking Group position peaked at $9K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.