Burns Matteson Capital Management’s Lloyds Banking Group LYG Stock Holding History

Burns Matteson 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
2022 Q2	–	Sell	-30,909	Closed	-$74.5K	–	139
2022 Q1	$74.5K	Buy	+30,909	New	+$82.2K	0.05%	116

Other funds holding LYG

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

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

MIP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

Burns Matteson Capital Management's LYG Position: Q2 2022 in Review

Burns Matteson Capital Management sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 30,909 shares — an estimated $74.5K sold.

Burns Matteson Capital Management first reported a position in LYG in Q1 2022 and held it in 1 quarter. The position peaked at $74.5K in Q1 2022. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Burns Matteson Capital Management reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
Burns Matteson Capital Management sold 30,909 Lloyds Banking Group shares in Q2 2022, an estimated $74.5K.
Burns Matteson Capital Management first reported a position in Lloyds Banking Group in Q1 2022 and held it in 1 quarter.
Burns Matteson Capital Management's Lloyds Banking Group position peaked at $74.5K in Q1 2022.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Burns Matteson Capital Management's 13F filing for Q2 2022, filed 12 Dec 2023.