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Haverford Trust Company’s Lloyds Banking Group LYG Stock Holding History

Haverford Trust Company’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
Q2 		– Sell
-30,072
Closed -$69.8K – 376
2023
Q1 		$69.8K Buy
+30,072
New +$72.8K ﹤0.01% 365

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Goldman Sachs
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Haverford Trust Company's LYG Position: Q2 2023 in Review

Haverford Trust Company sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 30,072 shares — an estimated $69.8K sold.

Haverford Trust Company first reported a position in LYG in Q1 2023 and held it in 1 quarter. The position peaked at $69.8K in Q1 2023. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

  • Haverford Trust Company reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
  • Haverford Trust Company sold 30,072 Lloyds Banking Group shares in Q2 2023, an estimated $69.8K.
  • Haverford Trust Company first reported a position in Lloyds Banking Group in Q1 2023 and held it in 1 quarter.
  • Haverford Trust Company's Lloyds Banking Group position peaked at $69.8K in Q1 2023.
  • 341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Haverford Trust Company's 13F filing for Q2 2023, filed 8 Aug 2023.