Sumit Capital’s Lloyds Banking Group LYG Stock Holding History

Sumit Capital’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
2014 Q4	–	Sell	-17,231	Closed	-$87K	–	54
2014 Q3	$87K	Buy	+17,231	New	+$86.7K	0.34%	78

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Sumit Capital's LYG Position: Q4 2014 in Review

Sumit Capital sold out of Lloyds Banking Group (LYG) in Q4 2014, closing a stake of 17,231 shares — an estimated $87K sold.

Sumit Capital first reported a position in LYG in Q3 2014 and held it in 1 quarter. The position peaked at $87K in Q3 2014. 170 funds tracked by Wall St. Rank hold LYG as of Q4 2014.

Sumit Capital reported no remaining Lloyds Banking Group position as of Q4 2014 after selling out during the quarter.
Sumit Capital sold 17,231 Lloyds Banking Group shares in Q4 2014, an estimated $87K.
Sumit Capital first reported a position in Lloyds Banking Group in Q3 2014 and held it in 1 quarter.
Sumit Capital's Lloyds Banking Group position peaked at $87K in Q3 2014.
170 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.