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 $93.1B AUM 61.18% 1-Year Est. Return

Macquarie Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

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

Fidelity Investments

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group

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

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