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American Portfolios Advisors’s Lloyds Banking Group LYG Stock Holding History

American Portfolios Advisors’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
Q3 		$20.3K Buy
11,358
+194
+2% +$403 ﹤0.01% 2174
2022
Q2 		$22.8K Buy
11,164
+297
+3% +$655 ﹤0.01% 2163
2022
Q1 		$26.2K Sell
10,867
-309
-3% -$822 ﹤0.01% 2227
2021
Q4 		$28.5K Hold
11,176
– – ﹤0.01% 2163
2021
Q3 		$27.4K Buy
11,176
+462
+4% +$1.13K ﹤0.01% 2116
2021
Q2 		$27.3K Buy
10,714
+115
+1% +$295 ﹤0.01% 2054
2021
Q1 		$24.6K Buy
10,599
+10,500
+10,606% +$21.8K ﹤0.01% 1949
2020
Q4 		$194 Hold
99
– – ﹤0.01% 2944
2020
Q3 		$129 Hold
99
– – ﹤0.01% 2911
2020
Q2 		$149 Sell
99
-17,607
-99% -$26.4K ﹤0.01% 2810
2020
Q1 		$26.7K Sell
17,706
-3,798
-18% -$9.79K ﹤0.01% 1414
2019
Q4 		$71.2K Sell
21,504
-20,793
-49% -$62.9K 0.01% 1214
2019
Q3 		$112K Buy
42,297
+9,990
+31% +$25.9K 0.01% 958
2019
Q2 		$91.8K Buy
32,307
+10,857
+51% +$33.6K 0.01% 1023
2019
Q1 		$68.9K Buy
21,450
+3,011
+16% +$9.21K 0.01% 1056
2018
Q4 		$47.2K Buy
18,439
+10,228
+125% +$29.1K 0.01% 1033
2018
Q3 		$25K Hold
8,211
– – ﹤0.01% 1406
2018
Q2 		$27.3K Buy
8,211
+358
+5% +$1.27K ﹤0.01% 1335
2018
Q1 		$29.2K Buy
7,853
+530
+7% +$2.05K ﹤0.01% 1232
2017
Q4 		$27.5K Buy
+7,323
New +$26.4K ﹤0.01% 1211

Other funds holding LYG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's LYG Position: Q3 2022 in Review

American Portfolios Advisors increased its Lloyds Banking Group (LYG) stake by 1.7% in Q3 2022, buying an estimated $403 and bringing the position to 11,358 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

American Portfolios Advisors first reported a position in LYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $112K in Q3 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

  • American Portfolios Advisors held 11,358 shares of Lloyds Banking Group worth $20.3K as of Q3 2022.
  • American Portfolios Advisors bought 194 Lloyds Banking Group shares in Q3 2022, an estimated $403.
  • Lloyds Banking Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2174 holding.
  • American Portfolios Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Lloyds Banking Group position peaked at $112K in Q3 2019.
  • 297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.