Bulltick Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Bulltick Wealth 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 Q1	–	Sell	-11,700	Closed	-$25.7K	–	144
2022 Q4	$25.7K	Hold	11,700	–	–	0.01%	137
2022 Q3	$20.9K	Hold	11,700	–	–	0.01%	120
2022 Q2	$23.9K	Hold	11,700	–	–	0.01%	128
2022 Q1	$28.2K	Hold	11,700	–	–	0.01%	136
2021 Q4	$29.8K	Buy	+11,700	New	+$29.8K	0.01%	145

Other funds holding LYG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Bulltick Wealth Management's LYG Position: Q1 2023 in Review

Bulltick Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 11,700 shares — an estimated $25.7K sold.

Bulltick Wealth Management first reported a position in LYG in Q4 2021 and held it in 5 quarters. The position peaked at $29.8K in Q4 2021. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

Bulltick Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
Bulltick Wealth Management sold 11,700 Lloyds Banking Group shares in Q1 2023, an estimated $25.7K.
Bulltick Wealth Management first reported a position in Lloyds Banking Group in Q4 2021 and held it in 5 quarters.
Bulltick Wealth Management's Lloyds Banking Group position peaked at $29.8K in Q4 2021.
329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Bulltick Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2024.