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

Boltwood 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 Q4	–	Sell	-10,228	Closed	-$21.8K	–	168
2023 Q3	$21.8K	Hold	10,228	–	–	0.01%	155
2023 Q2	$22.5K	Hold	10,228	–	–	0.01%	160
2023 Q1	$23.7K	Buy	+10,228	New	+$24.8K	0.01%	159

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

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

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

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

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

Boltwood Capital Management's LYG Position: Q4 2023 in Review

Boltwood Capital Management sold out of Lloyds Banking Group (LYG) in Q4 2023, closing a stake of 10,228 shares — an estimated $21.8K sold.

Boltwood Capital Management first reported a position in LYG in Q1 2023 and held it in 3 quarters. The position peaked at $23.7K in Q1 2023. 391 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

Boltwood Capital Management reported no remaining Lloyds Banking Group position as of Q4 2023 after selling out during the quarter.
Boltwood Capital Management sold 10,228 Lloyds Banking Group shares in Q4 2023, an estimated $21.8K.
Boltwood Capital Management first reported a position in Lloyds Banking Group in Q1 2023 and held it in 3 quarters.
Boltwood Capital Management's Lloyds Banking Group position peaked at $23.7K in Q1 2023.
391 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Boltwood Capital Management's 13F filing for Q4 2023, filed 5 Jan 2024.