Gateway Advisory’s Lloyds Banking Group LYG Stock Holding History

Gateway Advisory’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
2022 Q3	–	Sell	-12,000	Closed	-$24K	–	86
2022 Q2	$24K	Hold	12,000	–	–	0.01%	63
2022 Q1	$29K	Hold	12,000	–	–	0.01%	96
2021 Q4	$31K	Sell	12,000 -127	-1%	-$324	0.01%	102
2021 Q3	$30K	Buy	12,127 +127	+1%	+$311	0.01%	115
2021 Q2	$31K	Hold	12,000	–	–	0.01%	103
2021 Q1	$28K	Hold	12,000	–	–	0.01%	93
2020 Q4	$24K	Hold	12,000	–	–	0.01%	73
2020 Q3	$16K	Hold	12,000	–	–	﹤0.01%	66
2020 Q2	$18K	Hold	12,000	–	–	0.01%	60
2020 Q1	$18K	Hold	12,000	–	–	0.01%	56
2019 Q4	$40K	Buy	+12,000	New	+$36.3K	0.01%	65

Other funds holding LYG

Jane Street New York $1.21T AUM 78.12% 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

MIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Gateway Advisory's LYG Position: Q3 2022 in Review

Gateway Advisory sold out of Lloyds Banking Group (LYG) in Q3 2022, closing a stake of 12,000 shares — an estimated $24K sold.

Gateway Advisory first reported a position in LYG in Q4 2019 and held it in 11 quarters. The position peaked at $40K in Q4 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

Gateway Advisory reported no remaining Lloyds Banking Group position as of Q3 2022 after selling out during the quarter.
Gateway Advisory sold 12,000 Lloyds Banking Group shares in Q3 2022, an estimated $24K.
Gateway Advisory first reported a position in Lloyds Banking Group in Q4 2019 and held it in 11 quarters.
Gateway Advisory's Lloyds Banking Group position peaked at $40K in Q4 2019.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on Gateway Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.