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Belpointe Asset Management’s Lloyds Banking Group LYG Stock Holding History

Belpointe 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
-2,078
Closed -$4.82K – 2174
2023
Q1 		$4.82K Sell
2,078
-6,598
-76% -$16K ﹤0.01% 3031
2022
Q4 		$19.1K Buy
+8,676
New +$17.8K ﹤0.01% 2218

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Belpointe Asset Management's LYG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 2,078 shares — an estimated $4.82K sold.

Belpointe Asset Management first reported a position in LYG in Q4 2022 and held it in 2 quarters. The position peaked at $19.1K in Q4 2022. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,078 Lloyds Banking Group shares in Q2 2023, an estimated $4.82K.
  • Belpointe Asset Management first reported a position in Lloyds Banking Group in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Lloyds Banking Group position peaked at $19.1K in Q4 2022.
  • 341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.