Evolution Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-1,200	Closed	-$3K	–	425
2021 Q3	$3K	Hold	1,200	–	–	﹤0.01%	612
2021 Q2	$3K	Buy	+1,200	New	+$3.08K	﹤0.01%	594
2020 Q2	–	Sell	-2,435	Closed	-$4K	–	558
2020 Q1	$4K	Buy	2,435 +1,110	+84%	+$2.86K	﹤0.01%	272
2019 Q4	$4K	Sell	1,325 -410	-24%	-$1.24K	﹤0.01%	454
2019 Q3	$5K	Buy	+1,735	New	+$4.5K	﹤0.01%	276

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evolution Wealth Advisors's LYG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q4 2021, closing a stake of 1,200 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in LYG in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 281 funds tracked by Wall St. Rank hold LYG as of Q4 2021.

Evolution Wealth Advisors reported no remaining Lloyds Banking Group position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,200 Lloyds Banking Group shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2019 and held it in 5 quarters.
Evolution Wealth Advisors's Lloyds Banking Group position peaked at $5K in Q3 2019.
281 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.