Coppell Advisory Solutions Corp’s Lloyds Banking Group LYG Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$37.3K	Buy	+14,392	New	+$33K	0.01%	263

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Coppell Advisory Solutions Corp's LYG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Lloyds Banking Group (LYG) in Q1 2024: 14,392 shares worth $37.3K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings.

390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

Coppell Advisory Solutions Corp held 14,392 shares of Lloyds Banking Group worth $37.3K as of Q1 2024.
Lloyds Banking Group was a new Coppell Advisory Solutions Corp position in Q1 2024.
Lloyds Banking Group made up 0.01% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #263 holding.
390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.