Benjamin F. Edwards & Company’s Lloyds Banking Group LYG Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$5K	Buy	+1,684	New	+$4.52K	﹤0.01%	1878
2018 Q3	–	Sell	-66,489	Closed	-$221K	–	1635
2018 Q2	$221K	Hold	66,489	–	–	0.02%	491
2018 Q1	$247K	Hold	66,489	–	–	0.03%	448
2017 Q4	$249K	Hold	66,489	–	–	0.03%	445
2017 Q3	$243K	Hold	66,489	–	–	0.03%	411
2017 Q2	$235K	Hold	66,489	–	–	0.03%	401
2017 Q1	$226K	Hold	66,489	–	–	0.03%	382
2016 Q4	$206K	Hold	66,489	–	–	0.03%	358
2016 Q3	$191K	Buy	+66,489	New	+$198K	0.03%	339

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Benjamin F. Edwards & Company's LYG Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Lloyds Banking Group (LYG) in Q2 2024: 1,684 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1878 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in LYG as recently as Q2 2018.

Benjamin F. Edwards & Company first reported a position in LYG in Q3 2016 and has held it in 9 quarters since. The position peaked at $249K in Q4 2017. 424 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

Benjamin F. Edwards & Company held 1,684 shares of Lloyds Banking Group worth $5K as of Q2 2024.
Lloyds Banking Group was a new Benjamin F. Edwards & Company position in Q2 2024.
Lloyds Banking Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1878 holding.
Benjamin F. Edwards & Company first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's Lloyds Banking Group position peaked at $249K in Q4 2017.
424 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.