WA
LYG icon

Wambolt & Associates’s Lloyds Banking Group LYG Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-45,186
Closed -$150K – 165
2019
Q4 		$150K Sell
45,186
-1,421
-3% -$4.3K 0.11% 166
2019
Q3 		$123K Sell
46,607
-3,309
-7% -$8.58K 0.1% 156
2019
Q2 		$142K Sell
49,916
-1,822
-4% -$5.63K 0.12% 156
2019
Q1 		$168K Sell
51,738
-2,905
-5% -$8.88K 0.15% 146
2018
Q4 		$140K Buy
+54,643
New +$155K 0.15% 139

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wambolt & Associates's LYG Position: Q1 2020 in Review

Wambolt & Associates sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 45,186 shares — an estimated $150K sold.

Wambolt & Associates first reported a position in LYG in Q4 2018 and held it in 5 quarters. The position peaked at $168K in Q1 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Wambolt & Associates reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Wambolt & Associates sold 45,186 Lloyds Banking Group shares in Q1 2020, an estimated $150K.
  • Wambolt & Associates first reported a position in Lloyds Banking Group in Q4 2018 and held it in 5 quarters.
  • Wambolt & Associates's Lloyds Banking Group position peaked at $168K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Wambolt & Associates's 13F filing for Q1 2020, filed 11 May 2020.