Webster Bank’s Lloyds Banking Group LYG Stock Holding History

Webster Bank’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 Q3	–	Sell	-8,700	Closed	-$13K	–	523
2020 Q2	$13K	Hold	8,700	–	–	﹤0.01%	398
2020 Q1	$13K	Hold	8,700	–	–	﹤0.01%	389
2019 Q4	$29K	Hold	8,700	–	–	﹤0.01%	362
2019 Q3	$23K	Hold	8,700	–	–	﹤0.01%	380
2019 Q2	$25K	Hold	8,700	–	–	﹤0.01%	370
2019 Q1	$28K	Buy	+8,700	New	+$26.6K	﹤0.01%	353

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIS

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

Webster Bank's LYG Position: Q3 2020 in Review

Webster Bank sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 8,700 shares — an estimated $13K sold.

Webster Bank first reported a position in LYG in Q1 2019 and held it in 6 quarters. The position peaked at $29K in Q4 2019. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

Webster Bank reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
Webster Bank sold 8,700 Lloyds Banking Group shares in Q3 2020, an estimated $13K.
Webster Bank first reported a position in Lloyds Banking Group in Q1 2019 and held it in 6 quarters.
Webster Bank's Lloyds Banking Group position peaked at $29K in Q4 2019.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Webster Bank's 13F filing for Q3 2020, filed 22 Oct 2020.