Freedman Financial Associates’s Lloyds Banking Group LYG Stock Holding History

Freedman Financial Associates’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	-1,012	Closed	-$2K	–	477
2021 Q3	$2K	Hold	1,012	–	–	﹤0.01%	447
2021 Q2	$3K	Sell	1,012 -500	-33%	-$1.28K	﹤0.01%	415
2021 Q1	$4K	Hold	1,512	–	–	﹤0.01%	404
2020 Q4	$3K	Buy	+1,512	New	+$2.55K	﹤0.01%	420

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

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

Freedman Financial Associates's LYG Position: Q4 2021 in Review

Freedman Financial Associates sold out of Lloyds Banking Group (LYG) in Q4 2021, closing a stake of 1,012 shares — an estimated $2K sold.

Freedman Financial Associates first reported a position in LYG in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 280 funds tracked by Wall St. Rank hold LYG as of Q4 2021.

Freedman Financial Associates reported no remaining Lloyds Banking Group position as of Q4 2021 after selling out during the quarter.
Freedman Financial Associates sold 1,012 Lloyds Banking Group shares in Q4 2021, an estimated $2K.
Freedman Financial Associates first reported a position in Lloyds Banking Group in Q4 2020 and held it in 4 quarters.
Freedman Financial Associates's Lloyds Banking Group position peaked at $4K in Q1 2021.
280 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2021.

Based on Freedman Financial Associates's 13F filing for Q4 2021, filed 14 Jan 2022.