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

Column 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
2023 Q3	$3.29K	Hold	1,547	–	–	﹤0.01%	631
2023 Q2	$3.4K	Hold	1,547	–	–	﹤0.01%	655
2023 Q1	$3.59K	Hold	1,547	–	–	﹤0.01%	674
2022 Q4	$3.4K	Hold	1,547	–	–	﹤0.01%	656
2022 Q3	$3K	Buy	+1,547	New	+$3.21K	﹤0.01%	610
2020 Q2	–	Sell	-2,301	Closed	-$3K	–	879
2020 Q1	$3K	Buy	2,301 +1,137	+98%	+$2.93K	﹤0.01%	543
2019 Q4	$3K	Buy	+1,164	New	+$3.52K	﹤0.01%	580

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $757B AUM 28.64% 1-Year Est. Return

Column Capital Advisors's LYG Position: Q3 2023 in Review

Column Capital Advisors held its Lloyds Banking Group (LYG) position steady in Q3 2023 at 1,547 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Column Capital Advisors first reported a position in LYG in Q4 2019 and has held it in 7 quarters since. The position peaked at $3.59K in Q1 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Column Capital Advisors held 1,547 shares of Lloyds Banking Group worth $3.29K as of Q3 2023.
Column Capital Advisors left its Lloyds Banking Group share count unchanged in Q3 2023.
Lloyds Banking Group made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #631 holding.
Column Capital Advisors first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 7 quarters since.
Column Capital Advisors's Lloyds Banking Group position peaked at $3.59K in Q1 2023.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.