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Guardian Capital Advisors (Canada)’s Lloyds Banking Group LYG Stock Holding History

Guardian Capital Advisors (Canada)’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
Q1 		– Sell
-15,000
Closed -$35.7K – 159
2022
Q4 		$35.7K Buy
+15,000
New +$30.9K ﹤0.01% 160

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MIP
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Goldman Sachs
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Morgan Stanley
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Arrowstreet Capital
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s LYG Position: Q1 2023 in Review

Guardian Capital Advisors (Canada) sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 15,000 shares — an estimated $35.7K sold.

Guardian Capital Advisors (Canada) first reported a position in LYG in Q4 2022 and held it in 1 quarter. The position peaked at $35.7K in Q4 2022. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

  • Guardian Capital Advisors (Canada) reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 15,000 Lloyds Banking Group shares in Q1 2023, an estimated $35.7K.
  • Guardian Capital Advisors (Canada) first reported a position in Lloyds Banking Group in Q4 2022 and held it in 1 quarter.
  • Guardian Capital Advisors (Canada)'s Lloyds Banking Group position peaked at $35.7K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q1 2023, filed 15 May 2023.