Schroder Investment Management Group’s Lloyds Banking Group LYG Stock Holding History

Schroder Investment Management Group’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	-6,208	Closed	-$21K	–	1354
2019 Q4	$21K	Sell	6,208 -2,527	-29%	-$7.64K	﹤0.01%	1258
2019 Q3	$23K	Sell	8,735 -8,735	-50%	-$22.7K	﹤0.01%	1254
2019 Q2	$50K	Buy	+17,470	New	+$54K	﹤0.01%	1192
2017 Q3	–	Sell	-7,142	Closed	-$25K	–	1359
2017 Q2	$25K	Buy	7,142 +1,747	+32%	+$6.21K	﹤0.01%	1256
2017 Q1	$18K	Hold	5,395	–	–	﹤0.01%	1210
2016 Q4	$17K	Hold	5,395	–	–	﹤0.01%	1118
2016 Q3	$15K	Hold	5,395	–	–	﹤0.01%	1121
2016 Q2	$16K	Buy	5,395 +745	+16%	+$2.92K	﹤0.01%	1142
2016 Q1	$18K	Hold	4,650	–	–	﹤0.01%	1114
2015 Q4	$20K	Hold	4,650	–	–	﹤0.01%	1139
2015 Q3	$21K	Hold	4,650	–	–	﹤0.01%	1133
2015 Q2	$25K	Hold	4,650	–	–	﹤0.01%	1150
2015 Q1	$22K	Buy	4,650 +1,282	+38%	+$5.97K	﹤0.01%	1187
2014 Q4	$16K	Buy	3,368 +663	+25%	+$3.21K	﹤0.01%	1258
2014 Q3	$13.6K	Buy	+2,705	New	+$13.6K	﹤0.01%	1363

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

Schroder Investment Management Group's LYG Position: Q1 2020 in Review

Schroder Investment Management Group sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 6,208 shares — an estimated $21K sold.

Schroder Investment Management Group first reported a position in LYG in Q3 2014 and held it in 15 quarters. The position peaked at $50K in Q2 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

Schroder Investment Management Group reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
Schroder Investment Management Group sold 6,208 Lloyds Banking Group shares in Q1 2020, an estimated $21K.
Schroder Investment Management Group first reported a position in Lloyds Banking Group in Q3 2014 and held it in 15 quarters.
Schroder Investment Management Group's Lloyds Banking Group position peaked at $50K in Q2 2019.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Schroder Investment Management Group's 13F filing for Q1 2020, filed 15 May 2020.