Advisor Partners’s Lloyds Banking Group LYG Stock Holding History

Advisor Partners’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
2022 Q2	$541K	Buy	265,150 +6,849	+3%	+$15.1K	0.04%	459
2022 Q1	$623K	Sell	258,301 -52,810	-17%	-$140K	0.04%	446
2021 Q4	$794K	Buy	311,111 +6,061	+2%	+$15.5K	0.05%	372
2021 Q3	$747K	Buy	305,050 +9,628	+3%	+$23.6K	0.05%	368
2021 Q2	$753K	Buy	295,422 +9,545	+3%	+$24.5K	0.05%	373
2021 Q1	$663K	Buy	285,877 +13,484	+5%	+$28K	0.05%	395
2020 Q4	$534K	Buy	272,393 +90,883	+50%	+$153K	0.04%	437
2020 Q3	$236K	Sell	181,510 -76,870	-30%	-$108K	0.02%	588
2020 Q2	$388K	Buy	258,380 +116,298	+82%	+$174K	0.04%	433
2020 Q1	$214K	Sell	142,082 -3,422	-2%	-$8.82K	0.03%	529
2019 Q4	$437K	Buy	145,504 +21,649	+17%	+$65.5K	0.05%	373
2019 Q3	$327K	Sell	123,855 -3,879	-3%	-$10.1K	0.04%	440
2019 Q2	$363K	Buy	127,734 +8,174	+7%	+$25.3K	0.04%	394
2019 Q1	$384K	Sell	119,560 -7,178	-6%	-$22K	0.05%	365
2018 Q4	$324K	Buy	126,738 +13,211	+12%	+$37.6K	0.05%	383
2018 Q3	$345K	Buy	113,527 +13,175	+13%	+$42.2K	0.05%	401
2018 Q2	$334K	Sell	100,352 -2,977	-3%	-$10.6K	0.06%	383
2018 Q1	$384K	Buy	103,329 +25,725	+33%	+$99.7K	0.07%	330
2017 Q4	$317K	Buy	77,604 +33,327	+75%	+$120K	0.06%	384
2017 Q3	$162K	Buy	44,277 +5,686	+15%	+$19.8K	0.03%	467
2017 Q2	$136K	Buy	38,591 +20,020	+108%	+$71.1K	0.03%	451
2017 Q1	$63K	Buy	18,571 +873	+5%	+$2.94K	0.02%	425
2016 Q4	$55K	Sell	17,698 -885	-5%	-$2.59K	0.02%	422
2016 Q3	$53K	Buy	18,583 +4,146	+29%	+$12.3K	0.02%	392
2016 Q2	$43K	Sell	14,437 -2,913	-17%	-$11.4K	0.02%	387
2016 Q1	$69K	Sell	17,350 -31,961	-65%	-$124K	0.03%	362
2015 Q4	$215K	Buy	49,311 +1,974	+4%	+$8.95K	0.07%	290
2015 Q3	$218K	Buy	47,337 +187	+0.4%	+$936	0.09%	275
2015 Q2	$253K	Buy	47,150 +3,238	+7%	+$16.9K	0.1%	252
2015 Q1	$205K	Sell	43,912 -6,048	-12%	-$28.2K	0.09%	305
2014 Q4	$243K	Buy	49,960 +1,567	+3%	+$7.58K	0.11%	249
2014 Q3	$244K	Buy	48,393 +252	+0.5%	+$1.27K	0.14%	186
2014 Q2	$247K	Sell	48,141 -254	-0.5%	-$1.32K	0.12%	226
2014 Q1	$246K	Buy	48,395 +32	+0.1%	+$174	0.14%	211
2013 Q4	$257K	Buy	48,363 +5,012	+12%	+$25.1K	0.15%	194
2013 Q3	$209K	Buy	43,351 +1,512	+4%	+$6.82K	0.15%	204
2013 Q2	$161K	Buy	+41,839	New	+$145K	0.13%	198

Other funds holding LYG

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

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

MIP

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Advisor Partners's LYG Position: Q2 2022 in Review

Advisor Partners increased its Lloyds Banking Group (LYG) stake by 2.7% in Q2 2022, buying an estimated $15.1K and bringing the position to 265,150 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #459.

Advisor Partners first reported a position in LYG in Q2 2013 and has held it in 37 quarters since. The position peaked at $794K in Q4 2021. 298 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Advisor Partners held 265,150 shares of Lloyds Banking Group worth $541K as of Q2 2022.
Advisor Partners bought 6,849 Lloyds Banking Group shares in Q2 2022, an estimated $15.1K.
Lloyds Banking Group made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #459 holding.
Advisor Partners first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 37 quarters since.
Advisor Partners's Lloyds Banking Group position peaked at $794K in Q4 2021.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.