tru Independence’s Lloyds Banking Group LYG Stock Holding History

tru Independence’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	–	Sell	-1,251	Closed	-$2K	–	627
2020 Q2	$2K	Hold	1,251	–	–	﹤0.01%	804
2020 Q1	$2K	Hold	1,251	–	–	﹤0.01%	633
2019 Q4	$2K	Buy	+1,251	New	+$3.78K	﹤0.01%	807

Other funds holding LYG

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

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

MIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

tru Independence's LYG Position: Q3 2020 in Review

tru Independence sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 1,251 shares — an estimated $2K sold.

tru Independence first reported a position in LYG in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

tru Independence reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
tru Independence sold 1,251 Lloyds Banking Group shares in Q3 2020, an estimated $2K.
tru Independence first reported a position in Lloyds Banking Group in Q4 2019 and held it in 3 quarters.
tru Independence's Lloyds Banking Group position peaked at $2K in Q2 2020.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.