Cook Wealth’s Lloyds Banking Group LYG Stock Holding History

Cook Wealth’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 Q2	–	Sell	-11,517	Closed	-$7.28K	–	56
2023 Q1	$7.28K	Hold	11,517	–	–	0.01%	48
2022 Q4	$6.16K	Hold	11,517	–	–	0.01%	43
2022 Q3	$6K	Hold	11,517	–	–	0.01%	43
2022 Q2	$0	Hold	11,517	–	–	﹤0.01%	47
2022 Q1	$0	Hold	11,517	–	–	﹤0.01%	43
2021 Q4	$8K	Buy	+11,517	New	+$29.4K	0.01%	39

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Cook Wealth's LYG Position: Q2 2023 in Review

Cook Wealth sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 11,517 shares — an estimated $7.28K sold.

Cook Wealth first reported a position in LYG in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Cook Wealth reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
Cook Wealth sold 11,517 Lloyds Banking Group shares in Q2 2023, an estimated $7.28K.
Cook Wealth first reported a position in Lloyds Banking Group in Q4 2021 and held it in 6 quarters.
Cook Wealth's Lloyds Banking Group position peaked at $8K in Q4 2021.
341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Cook Wealth's 13F filing for Q2 2023, filed 31 Jul 2023.