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Secrest Blakey & Associates’s Lloyds Banking Group LYG Stock Holding History

Secrest Blakey & Associates’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
Q3 		$14K Sell
10,794
-3,413
-24% -$4.79K 0.03% 59
2020
Q2 		$21K Hold
14,207
– – 0.05% 58
2020
Q1 		$21K Buy
+14,207
New +$36.6K 0.06% 55

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Secrest Blakey & Associates's LYG Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its Lloyds Banking Group (LYG) stake by 24% in Q3 2020, selling an estimated $4.79K and leaving 10,794 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #59.

Secrest Blakey & Associates first reported a position in LYG in Q1 2020 and has held it in 3 quarters since. The position peaked at $21K in Q2 2020. 211 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

  • Secrest Blakey & Associates held 10,794 shares of Lloyds Banking Group worth $14K as of Q3 2020.
  • Secrest Blakey & Associates sold 3,413 Lloyds Banking Group shares in Q3 2020, an estimated $4.79K.
  • Lloyds Banking Group made up 0.03% of Secrest Blakey & Associates's portfolio in Q3 2020, its #59 holding.
  • Secrest Blakey & Associates first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 3 quarters since.
  • Secrest Blakey & Associates's Lloyds Banking Group position peaked at $21K in Q2 2020.
  • 211 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.