Childress Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Childress Capital 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	-12,633	Closed	-$18K	–	190
2022 Q3	$18K	Buy	12,633 +379	+3%	+$787	0.01%	173
2022 Q2	$25K	Buy	+12,254	New	+$27K	0.01%	168
2021 Q1	–	Sell	-1,133	Closed	-$2K	–	612
2020 Q4	$2K	Buy	+1,133	New	+$1.91K	﹤0.01%	973

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

Childress Capital Advisors's LYG Position: Q4 2022 in Review

Childress Capital Advisors sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 12,633 shares — an estimated $18K sold.

Childress Capital Advisors first reported a position in LYG in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q2 2022. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

Childress Capital Advisors reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
Childress Capital Advisors sold 12,633 Lloyds Banking Group shares in Q4 2022, an estimated $18K.
Childress Capital Advisors first reported a position in Lloyds Banking Group in Q4 2020 and held it in 3 quarters.
Childress Capital Advisors's Lloyds Banking Group position peaked at $25K in Q2 2022.
318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on Childress Capital Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.