WHG
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Westwood Holdings Group’s Lloyds Banking Group LYG Stock Holding History

Westwood Holdings 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
2019
Q2 		– Sell
-706
Closed -$2K – 519
2019
Q1 		$2K Sell
706
-235
-25% -$719 ﹤0.01% 408
2018
Q4 		$2K Sell
941
-7,420
-89% -$21.1K ﹤0.01% 398
2018
Q3 		$25K Sell
8,361
-17,400
-68% -$55.8K ﹤0.01% 409
2018
Q2 		$86K Sell
25,761
-1,850
-7% -$6.58K ﹤0.01% 406
2018
Q1 		$103K Sell
27,611
-11,239
-29% -$43.5K ﹤0.01% 402
2017
Q4 		$146K Buy
38,850
+860
+2% +$3.1K ﹤0.01% 399
2017
Q3 		$139K Buy
37,990
+32,255
+562% +$112K ﹤0.01% 392
2017
Q2 		$20K Hold
5,735
– – ﹤0.01% 490
2017
Q1 		$19K Hold
5,735
– – ﹤0.01% 396
2016
Q4 		$18K Hold
5,735
– – ﹤0.01% 455
2016
Q3 		$16K Buy
+5,735
New +$17K ﹤0.01% 457
2015
Q4 		– Sell
-88,450
Closed -$407K – 386
2015
Q3 		$407K Buy
+88,450
New +$443K ﹤0.01% 350

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return