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Heritage Wealth Management (Arizona)’s Lloyds Banking Group LYG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$128K Buy
58,054
+32,668
+129% +$67.2K 0.02% 383
2022
Q3 		$45K Sell
25,386
-327
-1% -$679 0.01% 414
2022
Q2 		$52.5K Sell
25,713
-210
-0.8% -$463 0.02% 413
2022
Q1 		$62K Buy
+25,923
New +$68.9K 0.02% 437

Other funds holding LYG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lloyds Banking Group (LYG) stake by 129% in Q4 2022, buying an estimated $67.2K and bringing the position to 58,054 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #383.

Heritage Wealth Management (Arizona) first reported a position in LYG in Q1 2022 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 58,054 shares of Lloyds Banking Group worth $128K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 32,668 Lloyds Banking Group shares in Q4 2022, an estimated $67.2K.
  • Lloyds Banking Group made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #383 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.