Wimmer Associates 1’s Lloyds Banking Group LYG Stock Holding History

Wimmer Associates 1’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 Q4	–	Sell	-10,000	Closed	-$26K	–	105
2019 Q3	$26K	Hold	10,000	–	–	0.02%	99
2019 Q2	$28K	Hold	10,000	–	–	0.02%	102
2019 Q1	$32K	Hold	10,000	–	–	0.03%	103
2018 Q4	$26K	Hold	10,000	–	–	0.03%	100
2018 Q3	$30K	Buy	+10,000	New	+$32.1K	0.03%	107

Other funds holding LYG

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Wimmer Associates 1's LYG Position: Q4 2019 in Review

Wimmer Associates 1 sold out of Lloyds Banking Group (LYG) in Q4 2019, closing a stake of 10,000 shares — an estimated $26K sold.

Wimmer Associates 1 first reported a position in LYG in Q3 2018 and held it in 5 quarters. The position peaked at $32K in Q1 2019. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

Wimmer Associates 1 reported no remaining Lloyds Banking Group position as of Q4 2019 after selling out during the quarter.
Wimmer Associates 1 sold 10,000 Lloyds Banking Group shares in Q4 2019, an estimated $26K.
Wimmer Associates 1 first reported a position in Lloyds Banking Group in Q3 2018 and held it in 5 quarters.
Wimmer Associates 1's Lloyds Banking Group position peaked at $32K in Q1 2019.
326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Wimmer Associates 1's 13F filing for Q4 2019, filed 13 Feb 2020.