TrustCore Financial Services’s Lloyds Banking Group LYG Stock Holding History

TrustCore Financial Services’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 Q2	–	Sell	-7,000	Closed	-$11K	–	922
2020 Q1	$11K	Buy	7,000 +1,000	+17%	+$2.58K	﹤0.01%	572
2019 Q4	$20K	Buy	+6,000	New	+$18.1K	﹤0.01%	519
2018 Q2	–	Sell	-431	Closed	-$2K	–	972
2018 Q1	$2K	Hold	431	–	–	﹤0.01%	649
2017 Q4	$2K	Buy	+431	New	+$1.55K	﹤0.01%	626

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

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

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

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TrustCore Financial Services's LYG Position: Q2 2020 in Review

TrustCore Financial Services sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 7,000 shares — an estimated $11K sold.

TrustCore Financial Services first reported a position in LYG in Q4 2017 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

TrustCore Financial Services reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
TrustCore Financial Services sold 7,000 Lloyds Banking Group shares in Q2 2020, an estimated $11K.
TrustCore Financial Services first reported a position in Lloyds Banking Group in Q4 2017 and held it in 4 quarters.
TrustCore Financial Services's Lloyds Banking Group position peaked at $20K in Q4 2019.
228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.