Altium Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Altium Wealth Management’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	$282K	Sell	138,289 -7,982	-5%	-$17.6K	0.02%	308
2022 Q1	$353K	Sell	146,271 -4,509	-3%	-$12K	0.02%	306
2021 Q4	$384K	Buy	150,780 +2,049	+1%	+$5.22K	0.02%	296
2021 Q3	$364K	Hold	148,731	–	–	0.03%	289
2021 Q2	$379K	Sell	148,731 -5,360	-3%	-$13.8K	0.03%	277
2021 Q1	$357K	Sell	154,091 -1,838	-1%	-$3.82K	0.03%	276
2020 Q4	$306K	Sell	155,929 -76,177	-33%	-$128K	0.03%	282
2020 Q3	$302K	Sell	232,106 -28,448	-11%	-$39.9K	0.03%	264
2020 Q2	$391K	Buy	260,554 +136,959	+111%	+$205K	0.04%	225
2020 Q1	$187K	Buy	123,595 +106,382	+618%	+$274K	0.03%	299
2019 Q4	$57K	Sell	17,213 -4,449	-21%	-$13.5K	0.01%	286
2019 Q3	$57K	Buy	21,662 +1,303	+6%	+$3.38K	0.01%	283
2019 Q2	$58K	Sell	20,359 -2,930	-13%	-$9.06K	0.01%	274
2019 Q1	$75K	Sell	23,289 -9,188	-28%	-$28.1K	0.01%	277
2018 Q4	$83K	Sell	32,477 -6,552	-17%	-$18.6K	0.02%	262
2018 Q3	$119K	Sell	39,029 -10,509	-21%	-$33.7K	0.02%	287
2018 Q2	$165K	Buy	+49,538	New	+$176K	0.04%	256

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's LYG Position: Q2 2022 in Review

Altium Wealth Management reduced its Lloyds Banking Group (LYG) stake by 5.5% in Q2 2022, selling an estimated $17.6K and leaving 138,289 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #308.

Altium Wealth Management first reported a position in LYG in Q2 2018 and has held it in 17 quarters since. The position peaked at $391K in Q2 2020. 296 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Altium Wealth Management held 138,289 shares of Lloyds Banking Group worth $282K as of Q2 2022.
Altium Wealth Management sold 7,982 Lloyds Banking Group shares in Q2 2022, an estimated $17.6K.
Lloyds Banking Group made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #308 holding.
Altium Wealth Management first reported a position in Lloyds Banking Group in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's Lloyds Banking Group position peaked at $391K in Q2 2020.
296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.