SWM
LYG icon

Segment Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Segment Wealth Management’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
-11,278
Closed -$37K – 213
2019
Q4 		$37K Buy
+11,278
New +$34.1K 0.01% 230
2018
Q4 		– Sell
-18,380
Closed -$56K – 205
2018
Q3 		$56K Buy
18,380
+1,262
+7% +$4.05K 0.01% 215
2018
Q2 		$57K Sell
17,118
-92
-0.5% -$327 0.01% 205
2018
Q1 		$64K Buy
+17,210
New +$66.7K 0.02% 196
2017
Q4 		– Sell
-12,714
Closed -$47K – 209
2017
Q3 		$47K Sell
12,714
-15,140
-54% -$52.8K 0.01% 205
2017
Q2 		$98K Buy
+27,854
New +$98.9K 0.03% 209

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $761B AUM 31.28% 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 $481B AUM 30.42% 1-Year Est. Return