Cedar Brook Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-11,449	Closed	-$25.2K	–	403
2023 Q2	$25.2K	Sell	11,449 -1,420	-11%	-$3.26K	0.01%	405
2023 Q1	$29.9K	Buy	12,869 +1,241	+11%	+$3K	0.01%	388
2022 Q4	$25.6K	Sell	11,628 -2,134	-16%	-$4.39K	0.01%	372
2022 Q3	$24.6K	Buy	+13,762	New	+$28.6K	0.01%	348
2020 Q1	–	Sell	-21,559	Closed	-$71K	–	277
2019 Q4	$71K	Sell	21,559 -5,137	-19%	-$15.5K	0.03%	288
2019 Q3	$70K	Buy	26,696 +8,391	+46%	+$21.8K	0.03%	296
2019 Q2	$52K	Sell	18,305 -2,949	-14%	-$9.12K	0.02%	296
2019 Q1	$68K	Buy	21,254 +6,492	+44%	+$19.9K	0.03%	282
2018 Q4	$38K	Buy	+14,762	New	+$42K	0.02%	238

Other funds holding LYG

MIP

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Cedar Brook Financial Partners's LYG Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 11,449 shares — an estimated $25.2K sold.

Cedar Brook Financial Partners first reported a position in LYG in Q4 2018 and held it in 9 quarters. The position peaked at $71K in Q4 2019. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Cedar Brook Financial Partners reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 11,449 Lloyds Banking Group shares in Q3 2023, an estimated $25.2K.
Cedar Brook Financial Partners first reported a position in Lloyds Banking Group in Q4 2018 and held it in 9 quarters.
Cedar Brook Financial Partners's Lloyds Banking Group position peaked at $71K in Q4 2019.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.