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Vertex One Asset Management’s Lloyds Banking Group LYG Stock Holding History

Vertex One Asset Management’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
2013
Q3 		– Sell
-7,320,500
Closed -$28.1M – 107
2013
Q2 		$28.1M Buy
+7,320,500
New +$25.5M 4.86% 4

Other funds holding LYG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Vertex One Asset Management's LYG Position: Q3 2013 in Review

Vertex One Asset Management sold out of Lloyds Banking Group (LYG) in Q3 2013, closing a stake of 7,320,500 shares — an estimated $28.1M sold.

Vertex One Asset Management first reported a position in LYG in Q2 2013 and held it in 1 quarter. The position peaked at $28.1M in Q2 2013. 123 funds tracked by Wall St. Rank hold LYG as of Q3 2013.

  • Vertex One Asset Management reported no remaining Lloyds Banking Group position as of Q3 2013 after selling out during the quarter.
  • Vertex One Asset Management sold 7,320,500 Lloyds Banking Group shares in Q3 2013, an estimated $28.1M.
  • Vertex One Asset Management first reported a position in Lloyds Banking Group in Q2 2013 and held it in 1 quarter.
  • Vertex One Asset Management's Lloyds Banking Group position peaked at $28.1M in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2013.

Based on Vertex One Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.