Lloyds Banking Group plc

data from 31/12/2018

Capitalization

$ 7.150 M -12.62 %

Average holding period

15 ans

Performance

$ 47.502 T 37 995 782.13 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lloyds Banking Group plc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/12/31 JPM JPMORGAN CHASE & CO 26.45% 1.891 M $ 19359 2011/09/30 -307.420 K $ -14.08 %
2018/12/31 KO COCA COLA CO 26.39% 1.887 M $ 39864 2018/03/31 44.647 K $ 2.43 %
2018/12/31 V STARBUCKS CORP 2.90% 207.000 K $ 2170 2011/09/30 -51.309 K $ -20.52 %
2018/12/31 MSFT MICROSOFT CORP 2.27% 162.000 K $ 1603 2018/06/30 -18.336 K $ -12.31 %
2018/12/31 AMZN AMAZON COM INC 1.99% 142.000 K $ 95 2018/03/31 -35.168 K $ -25.12 %
2018/12/31 LIN LINDE PLC 1.51% 108.000 K $ 694 2018/12/31 0.000 $ 0.00 %
2018/12/31 ICE INTERCONTINENTALEXCHANGE GRO 1.51% 108.000 K $ 1445 2013/12/31 118.000 $ 0.11 %
2018/12/31 TJX TJX COS INC NEW 1.34% 96.000 K $ 2164 2016/03/31 -25.286 K $ -20.39 %
2018/12/31 UNH UNITEDHEALTH GROUP INC 1.31% 94.000 K $ 378 2018/12/31 0.000 $ 0.00 %
2018/12/31 GOOGL ALPHABET INC 1.31% 94.000 K $ 90 2017/06/30 -15.051 K $ -13.56 %
2018/12/31 COST COSTCO WHSL CORP NEW 1.30% 93.000 K $ 460 2011/09/30 -14.572 K $ -13.25 %
2018/12/31 ECL ECOLAB INC 1.24% 89.000 K $ 608 2011/09/30 -6.241 K $ -6.43 %
2018/12/31 HOLX HOLOGIC INC 1.22% 87.000 K $ 2125 2018/06/30 86.000 $ 0.15 %
2018/12/31 CMCSA COMCAST CORP NEW 1.13% 81.000 K $ 2406 2015/09/30 -3.651 K $ -4.20 %
2018/12/31 BECN BEACON ROOFING SUPPLY INC 1.12% 80.000 K $ 2534 2017/03/31 -4.352 K $ -8.70 %
2018/12/31 SNA SNAP ON INC 1.12% 80.000 K $ 556 2017/06/30 -22.129 K $ -21.08 %
2018/12/31 CDW CDW CORP 1.10% 79.000 K $ 986 2017/09/30 -7.072 K $ -7.86 %
2018/12/31 VRSK VERISK ANALYTICS INC 1.08% 77.000 K $ 708 2016/03/31 -8.228 K $ -9.46 %
2018/12/31 TXN TEXAS INSTRS INC 1.06% 76.000 K $ 811 2016/03/31 -11.002 K $ -12.36 %
2018/12/31 RBA RITCHIE BROS AUCTIONEERS 1.02% 73.000 K $ 2234 2016/12/31 -7.900 K $ -9.63 %
2018/12/31 EOG EOG RES INC 1.02% 73.000 K $ 842 2011/09/30 -36.487 K $ -33.17 %
2018/12/31 RTN RAYTHEON CO 1.01% 72.000 K $ 474 2018/12/31 0.000 $ 0.00 %
2018/12/31 BAX BAXTER INTL INC 0.97% 69.000 K $ 1054 2016/03/31 -13.142 K $ -15.65 %
2018/12/31 SCHW SCHWAB CHARLES CORP NEW 0.95% 68.000 K $ 1648 2011/09/30 -13.553 K $ -16.33 %
2018/12/31 CNI CANADIAN NATL RY CO 0.94% 67.000 K $ 916 2014/09/30 -16.425 K $ -19.32 %
2018/12/31 PEGA PEGASYSTEMS INC 0.91% 65.000 K $ 1358 2018/12/31 0.000 $ 0.00 %
2018/12/31 FRC FIRST REP BK SAN FRANCISCO C 0.85% 61.000 K $ 712 2018/06/30 -5.745 K $ -8.21 %
2018/12/31 BWA BORGWARNER INC 0.85% 61.000 K $ 1775 2011/12/31 -14.263 K $ -18.52 %
2018/12/31 MANH MANHATTAN ASSOCS INC 0.81% 58.000 K $ 1389 2017/03/31 -16.065 K $ -20.86 %
2018/12/31 CERN CERNER CORP 0.81% 58.000 K $ 1121 2018/03/31 -13.572 K $ -18.10 %
2018/12/31 NEE NEXTERA ENERGY INC 0.78% 56.000 K $ 323 2018/06/30 2.277 K $ 4.14 %
2018/12/31 PRAH PRA HEALTH SCIENCES INC 0.78% 56.000 K $ 615 2018/06/30 -11.862 K $ -17.19 %
2018/12/31 SXT SENSIENT TECHNOLOGIES CORP 0.77% 55.000 K $ 1002 2016/03/31 -21.617 K $ -27.72 %
2018/12/31 PVH PVH CORP 0.77% 55.000 K $ 597 2013/03/31 -29.602 K $ -33.64 %
2018/12/31 PM PHILIP MORRIS INTL INC 0.74% 53.000 K $ 799 2016/03/31 -21.008 K $ -18.59 %
2018/12/31 MTB M & T BK CORP 0.74% 53.000 K $ 375 2015/06/30 -8.429 K $ -13.17 %
2018/12/31 COP CONOCOPHILLIPS 0.67% 48.000 K $ 785 2017/06/30 -23.626 K $ -22.72 %
2018/12/31 SCI SERVICE CORP INTL 0.66% 47.000 K $ 1188 2018/12/31 0.000 $ 0.00 %
2018/12/31 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.63% 45.000 K $ 710 2016/03/31 -14.796 K $ -17.61 %
2018/12/31 GMED GLOBUS MED INC 0.56% 40.000 K $ 943 2016/03/31 -12.377 K $ -22.92 %
2018/12/31 SLB SCHLUMBERGER LTD 0.55% 39.000 K $ 1102 2015/06/30 -28.826 K $ -42.39 %
2018/12/31 AMGN AMGEN INC 0.49% 35.000 K $ 183 2011/09/30 -2.239 K $ -6.05 %
2018/12/31 DELL DELL TECHNOLOGIES INC 0.43% 31.000 K $ 650 2018/12/31 0.000 $ 0.00 %
2018/12/31 AAPL APPLE INC 0.39% 28.000 K $ 182 2011/09/30 -12.652 K $ -30.86 %
2018/12/31 XLF SELECT SECTOR SPDR TR 0.38% 27.000 K $ 1151 2011/09/30 -4.454 K $ -14.37 %
2018/12/31 DE DEERE & CO 0.38% 27.000 K $ 182 2011/09/30 -307.000 $ -1.14 %
2018/12/31 XLV SELECT SECTOR SPDR TR 0.34% 24.000 K $ 289 2011/09/30 -2.632 K $ -9.75 %
2018/12/31 HON HONEYWELL INTL INC 0.32% 23.000 K $ 179 2011/09/30 -5.362 K $ -18.49 %
2018/12/31 MPC MARATHON PETE CORP 0.31% 22.000 K $ 378 2018/03/31 -8.852 K $ -29.51 %
2018/12/31 IGV ISHARES TR 0.31% 22.000 K $ 128 2012/09/30 -3.955 K $ -15.21 %
2018/12/31 PEP PEPSICO INC 0.28% 20.000 K $ 187 2011/09/30 -43.000 $ -0.22 %
2018/12/31 PFE PFIZER INC 0.27% 19.000 K $ 444 2011/09/30 -276.000 $ -1.45 %
2018/12/31 EL LAUDER ESTEE COS INC 0.21% 15.000 K $ 119 2011/09/30 -1.865 K $ -10.98 %
2018/12/31 QCOM QUALCOMM INC 0.14% 10.000 K $ 177 2011/09/30 -2.777 K $ -23.14 %
2018/12/31 M MACYS INC 0.13% 9.000 K $ 322 2011/09/30 -1.587 K $ -14.43 %
2018/12/31 BG BUNGE LIMITED 0.11% 8.000 K $ 158 2011/09/30 -2.238 K $ -22.39 %
2018/12/31 VZ VERIZON COMMUNICATIONS INC 0.11% 8.000 K $ 154 2011/09/30 366.000 $ 4.58 %
2018/12/31 MRO MARATHON OIL CORP 0.07% 5.000 K $ 378 2018/03/31 -3.598 K $ -44.98 %
2018/12/31 IEZ ISHARES 0.07% 5.000 K $ 283 2011/09/30 -4.437 K $ -44.37 %
2018/12/31 XLRE SELECT SECTOR SPDR TR 0.06% 4.000 K $ 160 2016/09/30 -217.000 $ -4.35 %
2018/12/31 CVX CHEVRON CORP NEW 0.06% 4.000 K $ 45 2011/09/30 -701.000 $ -14.04 %
2018/12/31 WDC WESTERN DIGITAL CORP 0.01% 1.000 K $ 41 2016/06/30 -863.000 $ -43.15 %
2018/12/31 AIG AMERICAN INTL GROUP INC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2018/12/31 REZI RESIDEO TECHNOLOGIES INC 0.00% 0.000 $ 29 2018/12/31 0.000 $ 0.00 %
2018/12/31 GTX GARRETT MOTION INC 0.00% 0.000 $ 18 2018/12/31 0.000 $ 0.00 %
2018/12/31 EFX EQUIFAX INC 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2018/12/31 PRAXAIR INC 0.00% 0.000 $ 0 2011/09/30 0.000 $ 0.00 %
2018/12/31 ASIX ADVANSIX INC 0.00% 0.000 $ 7 2016/12/31 -61.000 $ 100.00 %
2018/12/31 X UNITED STATES STL CORP NEW 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/12/31 TAP MOLSON COORS BREWING CO 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2018/12/31 ORCL ORACLE CORP 0.00% 0.000 $ 0 2011/09/30 0.000 $ 0.00 %
2018/12/31 DELL TECHNOLOGIES INC 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2018/12/31 RF REGIONS FINL CORP NEW 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2018/12/31 JLL JONES LANG LASALLE INC 0.00% 0.000 $ 0 2017/03/31 0.000 $ 0.00 %
2018/12/31 AET AETNA INC NEW 0.00% 0.000 $ 0 2017/09/30 0.000 $ 0.00 %