TI
LYG icon

Turner Investments’s Lloyds Banking Group LYG Stock Holding History

Turner Investments’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
2015
Q2 		– Sell
-89,850
Closed -$420K – 334
2015
Q1 		$420K Sell
89,850
-2,010
-2% -$9.36K 0.08% 243
2014
Q4 		$426K Sell
91,860
-11,050
-11% -$53.4K 0.05% 361
2014
Q3 		$519K Hold
102,910
– – 0.03% 393
2014
Q2 		$529K Buy
102,910
+20,180
+24% +$105K 0.02% 419
2014
Q1 		$421K Sell
82,730
-1,731
-2% -$9.39K 0.01% 490
2013
Q4 		$449K Buy
84,461
+12,451
+17% +$62.5K 0.01% 499
2013
Q3 		$346K Buy
72,010
+8,070
+13% +$36.4K 0.01% 513
2013
Q2 		$246K Buy
+63,940
New +$222K ﹤0.01% 567

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return