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Baker Avenue Asset Management’s Lloyds Banking Group LYG Stock Holding History

Baker Avenue Asset 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
Q2 		– Sell
-415
Closed -$963 – 1697
2023
Q1 		$963 Buy
+415
New +$1K ﹤0.01% 1185

Other funds holding LYG

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JP Morgan Chase
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Goldman Sachs
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Private Wealth Group
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

Baker Avenue Asset Management's LYG Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 415 shares — an estimated $963 sold.

Baker Avenue Asset Management first reported a position in LYG in Q1 2023 and held it in 1 quarter. The position peaked at $963 in Q1 2023. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 415 Lloyds Banking Group shares in Q2 2023, an estimated $963.
  • Baker Avenue Asset Management first reported a position in Lloyds Banking Group in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Lloyds Banking Group position peaked at $963 in Q1 2023.
  • 341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.