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Winslow Evans & Crocker’s Lloyds Banking Group LYG Stock Holding History

Winslow Evans & Crocker’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
-1,680
Closed -$6K – 1257
2019
Q1 		$6K Buy
+1,680
New +$5.14K ﹤0.01% 938
2015
Q1 		– Sell
-6,000
Closed -$27.8K – 1299
2014
Q4 		$27.8K Sell
6,000
-1,232
-17% -$5.96K 0.01% 656
2014
Q3 		$36.5K Buy
7,232
+6,732
+1,346% +$33.9K 0.01% 623
2014
Q2 		$2.57K Buy
+500
New +$2.59K ﹤0.01% 1164

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $1.81T AUM 41.13% 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 $181B AUM 41.77% 1-Year Est. Return

Winslow Evans & Crocker's LYG Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Lloyds Banking Group (LYG) in Q2 2019, closing a stake of 1,680 shares — an estimated $6K sold.

Winslow Evans & Crocker first reported a position in LYG in Q2 2014 and held it in 4 quarters. The position peaked at $36.5K in Q3 2014. 305 funds tracked by Wall St. Rank hold LYG as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Lloyds Banking Group position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,680 Lloyds Banking Group shares in Q2 2019, an estimated $6K.
  • Winslow Evans & Crocker first reported a position in Lloyds Banking Group in Q2 2014 and held it in 4 quarters.
  • Winslow Evans & Crocker's Lloyds Banking Group position peaked at $36.5K in Q3 2014.
  • 305 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.