Wellington Management Group
LYG icon

Wellington Management Group’s Lloyds Banking Group LYG Stock Holding History

Wellington Management Group’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
-240,400
Closed -$796K – 1996
2019
Q4 		$796K Hold
240,400
– – ﹤0.01% 1758
2019
Q3 		$635K Buy
240,400
+137,900
+135% +$358K ﹤0.01% 1828
2019
Q2 		$291K Buy
+102,500
New +$317K ﹤0.01% 1980

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

Wellington Management Group's LYG Position: Q1 2020 in Review

Wellington Management Group sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 240,400 shares — an estimated $796K sold.

Wellington Management Group first reported a position in LYG in Q2 2019 and held it in 3 quarters. The position peaked at $796K in Q4 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Wellington Management Group reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Wellington Management Group sold 240,400 Lloyds Banking Group shares in Q1 2020, an estimated $796K.
  • Wellington Management Group first reported a position in Lloyds Banking Group in Q2 2019 and held it in 3 quarters.
  • Wellington Management Group's Lloyds Banking Group position peaked at $796K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.