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	–	297
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	0.01%	212
2016 Q1	–	Sell	-17,821	Closed	-$78K	–	258
2015 Q4	$78K	Buy	+17,821	New	+$80.8K	0.03%	217

Other funds holding LYG

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Summit Securities Group's LYG Position: Q1 2019 in Review

Summit Securities Group sold out of Lloyds Banking Group (LYG) in Q1 2019, closing a stake of 15,000 shares — an estimated $38K sold.

Summit Securities Group first reported a position in LYG in Q4 2015 and held it in 4 quarters. The position peaked at $78K in Q4 2015. 291 funds tracked by Wall St. Rank hold LYG as of Q1 2019.

Summit Securities Group reported no remaining Lloyds Banking Group position as of Q1 2019 after selling out during the quarter.
Summit Securities Group sold 15,000 Lloyds Banking Group shares in Q1 2019, an estimated $38K.
Summit Securities Group first reported a position in Lloyds Banking Group in Q4 2015 and held it in 4 quarters.
Summit Securities Group's Lloyds Banking Group position peaked at $78K in Q4 2015.
291 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2019.

Based on Summit Securities Group's 13F filing for Q1 2019, filed 9 May 2019.