Albion Financial Group’s Lloyds Banking Group LYG Stock Holding History

Albion Financial 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
2022 Q4	–	Sell	-866	Closed	-$2K	–	494
2022 Q3	$2K	Buy	866 +16	+2%	+$33	﹤0.01%	388
2022 Q2	$2K	Buy	850 +24	+3%	+$53	﹤0.01%	418
2022 Q1	$2K	Hold	826	–	–	﹤0.01%	474
2021 Q4	$2K	Sell	826 -750	-48%	-$1.91K	﹤0.01%	528
2021 Q3	$4K	Buy	1,576 +23	+1%	+$56	﹤0.01%	424
2021 Q2	$4K	Buy	+1,553	New	+$3.99K	﹤0.01%	421
2020 Q4	$3K	Buy	+1,535	New	+$2.59K	﹤0.01%	407

Other funds holding LYG

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Albion Financial Group's LYG Position: Q4 2022 in Review

Albion Financial Group sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 866 shares — an estimated $2K sold.

Albion Financial Group first reported a position in LYG in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

Albion Financial Group reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
Albion Financial Group sold 866 Lloyds Banking Group shares in Q4 2022, an estimated $2K.
Albion Financial Group first reported a position in Lloyds Banking Group in Q4 2020 and held it in 7 quarters.
Albion Financial Group's Lloyds Banking Group position peaked at $4K in Q3 2021.
318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on Albion Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.