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

Bourgeon 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
2024
Q1 		– Sell
-576
Closed -$1.38K – 252
2023
Q4 		$1.38K Buy
576
+254
+79% +$544 ﹤0.01% 317
2023
Q3 		$686 Buy
+322
New +$698 ﹤0.01% 326

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bourgeon Capital Management's LYG Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Lloyds Banking Group (LYG) in Q1 2024, closing a stake of 576 shares — an estimated $1.38K sold.

Bourgeon Capital Management first reported a position in LYG in Q3 2023 and held it in 2 quarters. The position peaked at $1.38K in Q4 2023. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Lloyds Banking Group position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 576 Lloyds Banking Group shares in Q1 2024, an estimated $1.38K.
  • Bourgeon Capital Management first reported a position in Lloyds Banking Group in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Lloyds Banking Group position peaked at $1.38K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.