CGN Advisors’s Lloyds Banking Group LYG Stock Holding History

CGN Advisors’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 Q4	–	Sell	-23,831	Closed	-$43K	–	229
2022 Q3	$43K	Buy	+23,831	New	+$49.5K	0.01%	225

Other funds holding LYG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

CGN Advisors's LYG Position: Q4 2022 in Review

CGN Advisors sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 23,831 shares — an estimated $43K sold.

CGN Advisors first reported a position in LYG in Q3 2022 and held it in 1 quarter. The position peaked at $43K in Q3 2022. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

CGN Advisors reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
CGN Advisors sold 23,831 Lloyds Banking Group shares in Q4 2022, an estimated $43K.
CGN Advisors first reported a position in Lloyds Banking Group in Q3 2022 and held it in 1 quarter.
CGN Advisors's Lloyds Banking Group position peaked at $43K in Q3 2022.
318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on CGN Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.