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Sarah Ketterer’s Lloyds Banking Group LYG Stock Holding History

Sarah Ketterer’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
-2,696,874
Closed -$8.93M – 93
2019
Q4 		$8.93M Sell
2,696,874
-3,144,644
-54% -$9.51M 0.1% 65
2019
Q3 		$15.4M Buy
5,841,518
+1,440,105
+33% +$3.73M 0.18% 55
2019
Q2 		$12.5M Buy
4,401,413
+122,632
+3% +$379K 0.14% 59
2019
Q1 		$13.7M Buy
4,278,781
+119,656
+3% +$366K 0.14% 57
2018
Q4 		$10.6M Buy
4,159,125
+38,040
+0.9% +$108K 0.13% 58
2018
Q3 		$12.5M Buy
4,121,085
+45,573
+1% +$146K 0.13% 55
2018
Q2 		$13.6M Buy
4,075,512
+406,614
+11% +$1.45M 0.14% 58
2018
Q1 		$13.6M Sell
3,668,898
-605,409
-14% -$2.35M 0.15% 54
2017
Q4 		$16M Buy
4,274,307
+29,449
+0.7% +$106K 0.17% 55
2017
Q3 		$15.5M Buy
4,244,858
+259,693
+7% +$905K 0.17% 57
2017
Q2 		$14.1M Sell
3,985,165
-327,552
-8% -$1.16M 0.17% 53
2017
Q1 		$14.7M Buy
4,312,717
+192,637
+5% +$649K 0.2% 47
2016
Q4 		$12.4M Sell
4,120,080
-652,471
-14% -$1.91M 0.22% 51
2016
Q3 		$13.7M Buy
4,772,551
+410,611
+9% +$1.22M 0.25% 52
2016
Q2 		$13M Sell
4,361,940
-4,632
-0.1% -$18.1K 0.28% 53
2016
Q1 		$17.4M Sell
4,366,572
-494,534
-10% -$1.92M 0.4% 42
2015
Q4 		$21.2M Buy
4,861,106
+620,964
+15% +$2.82M 0.45% 43
2015
Q3 		$19.5M Buy
4,240,142
+482,529
+13% +$2.41M 0.39% 46
2015
Q2 		$20.4M Buy
3,757,613
+478,472
+15% +$2.49M 0.51% 44
2015
Q1 		$15.3M Sell
3,279,141
-346,056
-10% -$1.61M 0.4% 49
2014
Q4 		$16.8M Sell
3,625,197
-474,518
-12% -$2.29M 0.49% 41
2014
Q3 		$20.7M Buy
4,099,715
+165,830
+4% +$834K 0.72% 35
2014
Q2 		$19.7M Buy
3,933,885
+367,391
+10% +$1.91M 0.81% 33
2014
Q1 		$18.2M Buy
3,566,494
+690,954
+24% +$3.75M 0.82% 31
2013
Q4 		$15.3M Buy
2,875,540
+2,034,455
+242% +$10.2M 0.87% 33
2013
Q3 		$4.05M Buy
841,085
+187,913
+29% +$847K 0.33% 41
2013
Q2 		$2.51M Buy
+653,172
New +$2.27M 0.26% 45

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
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
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sarah Ketterer's LYG Position: Q1 2020 in Review

Sarah Ketterer sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 2,696,874 shares — an estimated $8.93M sold.

Sarah Ketterer first reported a position in LYG in Q2 2013 and held it in 27 quarters. The position peaked at $21.2M in Q4 2015. 299 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Sarah Ketterer reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Sarah Ketterer sold 2,696,874 Lloyds Banking Group shares in Q1 2020, an estimated $8.93M.
  • Sarah Ketterer first reported a position in Lloyds Banking Group in Q2 2013 and held it in 27 quarters.
  • Sarah Ketterer's Lloyds Banking Group position peaked at $21.2M in Q4 2015.
  • 299 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Causeway Capital Management's 13F filing for Q1 2020, filed 15 May 2020.