Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SSG
Summit Securities Group’s
Lloyds Banking Group
LYG
Stock Holding History
Summit Securities 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
2019
Q1
–
Sell
-15,000
Closed
-$38K
–
325
2018
Q4
$38K
Hold
15,000
–
–
0.01%
297
2018
Q3
$46K
Sell
15,000
-2,500
-14%
-$8.02K
0.02%
158
2018
Q2
$58K
Buy
+17,500
New
+$62.2K
0.02%
212
2016
Q1
–
Sell
-17,821
Closed
-$78K
–
293
2015
Q4
$78K
Buy
+17,821
New
+$80.8K
0.03%
217
Other funds holding LYG
CI
Cambiar Investors
Denver, Colorado
$2.16B AUM
16.24%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MIP
Mondrian Investment Partners
London, United Kingdom
$6.69B AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
PPA
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
Verition Fund Management
Greenwich, Connecticut
$10.3B AUM
30.69%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
DS
DRW Securities
Chicago, Illinois
$1.84B AUM
20.54%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close