Buckingham Strategic Wealth’s Lloyds Banking Group LYG Stock Holding History

Buckingham Strategic Wealth’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	-55,878	Closed	-$119K	–	736
2023 Q3	$119K	Sell	55,878 -8,004	-13%	-$17.4K	﹤0.01%	655
2023 Q2	$141K	Sell	63,882 -2,875	-4%	-$6.59K	﹤0.01%	654
2023 Q1	$147K	Hold	66,757	–	–	﹤0.01%	577
2022 Q4	$147K	Buy	66,757 +38,063	+133%	+$78.3K	﹤0.01%	579
2022 Q3	$51K	Sell	28,694 -21,452	-43%	-$44.5K	﹤0.01%	584
2022 Q2	$102K	Buy	+50,146	New	+$111K	﹤0.01%	576

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckingham Strategic Wealth's LYG Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Lloyds Banking Group (LYG) in Q4 2023, closing a stake of 55,878 shares — an estimated $119K sold.

Buckingham Strategic Wealth first reported a position in LYG in Q2 2022 and held it in 6 quarters. The position peaked at $147K in Q1 2023. 392 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

Buckingham Strategic Wealth reported no remaining Lloyds Banking Group position as of Q4 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 55,878 Lloyds Banking Group shares in Q4 2023, an estimated $119K.
Buckingham Strategic Wealth first reported a position in Lloyds Banking Group in Q2 2022 and held it in 6 quarters.
Buckingham Strategic Wealth's Lloyds Banking Group position peaked at $147K in Q1 2023.
392 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.