Balasa Dinverno & Foltz’s Lloyds Banking Group LYG Stock Holding History

Balasa Dinverno & Foltz’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	$41K	Buy	+23,083	New	+$47.9K	﹤0.01%	336

Other funds holding LYG

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

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

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

Balasa Dinverno & Foltz's LYG Position: Q3 2022 in Review

Balasa Dinverno & Foltz opened a new position in Lloyds Banking Group (LYG) in Q3 2022: 23,083 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

Balasa Dinverno & Foltz held 23,083 shares of Lloyds Banking Group worth $41K as of Q3 2022.
Lloyds Banking Group was a new Balasa Dinverno & Foltz position in Q3 2022.
Lloyds Banking Group made up ﹤0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #336 holding.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.