Eagle Harbor Asset Management’s Lloyds Banking Group LYG Stock Holding History

Eagle Harbor Asset Management’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	-20,000	Closed	-$46.4K	–	115
2023 Q1	$46.4K	Buy	20,000 +1,500	+8%	+$3.63K	0.06%	112
2022 Q4	$40.7K	Hold	18,500	–	–	0.06%	106
2022 Q3	$33.1K	Hold	18,500	–	–	0.06%	96
2022 Q2	$37.7K	Hold	18,500	–	–	0.06%	101
2022 Q1	$44.6K	Buy	18,500 +5,500	+42%	+$14.6K	0.06%	115
2021 Q4	$33.1K	Buy	+13,000	New	+$33.1K	0.04%	109

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

Eagle Harbor Asset Management's LYG Position: Q2 2023 in Review

Eagle Harbor Asset Management sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 20,000 shares — an estimated $46.4K sold.

Eagle Harbor Asset Management first reported a position in LYG in Q4 2021 and held it in 6 quarters. The position peaked at $46.4K in Q1 2023. 342 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Eagle Harbor Asset Management reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
Eagle Harbor Asset Management sold 20,000 Lloyds Banking Group shares in Q2 2023, an estimated $46.4K.
Eagle Harbor Asset Management first reported a position in Lloyds Banking Group in Q4 2021 and held it in 6 quarters.
Eagle Harbor Asset Management's Lloyds Banking Group position peaked at $46.4K in Q1 2023.
342 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Eagle Harbor Asset Management's 13F filing for Q2 2023, filed 11 Aug 2026.