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Veritable’s Lloyds Banking Group LYG Stock Holding History

Veritable’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
Q4 		– Sell
-26,008
Closed -$34K – 799
2020
Q3 		$34K Sell
26,008
-201
-0.8% -$282 ﹤0.01% 737
2020
Q2 		$39K Buy
26,209
+2,427
+10% +$3.64K ﹤0.01% 754
2020
Q1 		$36K Buy
23,782
+1,199
+5% +$3.09K ﹤0.01% 721
2019
Q4 		$75K Buy
22,583
+1,725
+8% +$5.22K ﹤0.01% 805
2019
Q3 		$55K Sell
20,858
-442
-2% -$1.15K ﹤0.01% 790
2019
Q2 		$60K Buy
21,300
+216
+1% +$668 ﹤0.01% 795
2019
Q1 		$68K Hold
21,084
– – ﹤0.01% 789
2018
Q4 		$54K Sell
21,084
-411
-2% -$1.17K ﹤0.01% 762
2018
Q3 		$65K Buy
21,495
+847
+4% +$2.71K ﹤0.01% 800
2018
Q2 		$69K Sell
20,648
-3,103
-13% -$11K ﹤0.01% 781
2018
Q1 		$88K Buy
23,751
+2,518
+12% +$9.76K ﹤0.01% 776
2017
Q4 		$80K Buy
21,233
+1,615
+8% +$5.82K ﹤0.01% 785
2017
Q3 		$72K Hold
19,618
– – ﹤0.01% 742
2017
Q2 		$69K Hold
19,618
– – ﹤0.01% 749
2017
Q1 		$67K Hold
19,618
– – ﹤0.01% 740
2016
Q4 		$61K Buy
+19,618
New +$57.4K ﹤0.01% 731
2015
Q2 		– Sell
-12,174
Closed -$57K – 823
2015
Q1 		$57K Buy
+12,174
New +$56.7K ﹤0.01% 925
2014
Q4 		– Sell
-15,538
Closed -$78K – 972
2014
Q3 		$78K Buy
+15,538
New +$78.2K ﹤0.01% 945

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Veritable's LYG Position: Q4 2020 in Review

Veritable sold out of Lloyds Banking Group (LYG) in Q4 2020, closing a stake of 26,008 shares — an estimated $34K sold.

Veritable first reported a position in LYG in Q3 2014 and held it in 18 quarters. The position peaked at $88K in Q1 2018. 230 funds tracked by Wall St. Rank hold LYG as of Q4 2020.

  • Veritable reported no remaining Lloyds Banking Group position as of Q4 2020 after selling out during the quarter.
  • Veritable sold 26,008 Lloyds Banking Group shares in Q4 2020, an estimated $34K.
  • Veritable first reported a position in Lloyds Banking Group in Q3 2014 and held it in 18 quarters.
  • Veritable's Lloyds Banking Group position peaked at $88K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2020.

Based on Veritable's 13F filing for Q4 2020, filed 11 Feb 2021.