Antonetti Capital Management’s Lloyds Banking Group LYG Stock Holding History

Antonetti Capital 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
2023 Q3	$968	Hold	454	–	–	﹤0.01%	290
2023 Q2	$999	Hold	454	–	–	﹤0.01%	300
2023 Q1	$1.05K	Hold	454	–	–	﹤0.01%	302
2022 Q4	$999	Hold	454	–	–	﹤0.01%	300
2022 Q3	$1K	Hold	454	–	–	﹤0.01%	315
2022 Q2	$1K	Hold	454	–	–	﹤0.01%	318
2022 Q1	$1K	Hold	454	–	–	﹤0.01%	344
2021 Q4	$1K	Hold	454	–	–	﹤0.01%	390
2021 Q3	$1K	Buy	+454	New	+$1.11K	﹤0.01%	408

Other funds holding LYG

MIP

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Antonetti Capital Management's LYG Position: Q3 2023 in Review

Antonetti Capital Management held its Lloyds Banking Group (LYG) position steady in Q3 2023 at 454 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Antonetti Capital Management first reported a position in LYG in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.05K in Q1 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Antonetti Capital Management held 454 shares of Lloyds Banking Group worth $968 as of Q3 2023.
Antonetti Capital Management left its Lloyds Banking Group share count unchanged in Q3 2023.
Lloyds Banking Group made up ﹤0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #290 holding.
Antonetti Capital Management first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Lloyds Banking Group position peaked at $1.05K in Q1 2023.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.