Evelyn V. Moreno’s Lloyds Banking Group LYG Stock Holding History

Evelyn V. Moreno’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 Q4	–	Sell	-26,955	Closed	-$57.4K	–	146
2023 Q3	$57.4K	Buy	+26,955	New	+$58.5K	0.01%	139

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn V. Moreno's LYG Position: Q4 2023 in Review

Evelyn V. Moreno sold out of Lloyds Banking Group (LYG) in Q4 2023, closing a stake of 26,955 shares — an estimated $57.4K sold.

Evelyn V. Moreno first reported a position in LYG in Q3 2023 and held it in 1 quarter. The position peaked at $57.4K in Q3 2023. 391 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

Evelyn V. Moreno reported no remaining Lloyds Banking Group position as of Q4 2023 after selling out during the quarter.
Evelyn V. Moreno sold 26,955 Lloyds Banking Group shares in Q4 2023, an estimated $57.4K.
Evelyn V. Moreno first reported a position in Lloyds Banking Group in Q3 2023 and held it in 1 quarter.
Evelyn V. Moreno's Lloyds Banking Group position peaked at $57.4K in Q3 2023.
391 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.