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Howe & Rusling’s Lloyds Banking Group LYG Stock Holding History

Howe & Rusling’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 		– Sell
-5,778
Closed -$10K – 727
2022
Q3 		$10K Hold
5,778
– – ﹤0.01% 538
2022
Q2 		$12K Hold
5,778
– – ﹤0.01% 509
2022
Q1 		$14K Buy
5,778
+2,083
+56% +$5.54K ﹤0.01% 471
2021
Q4 		$9K Buy
+3,695
New +$9.42K ﹤0.01% 557
2019
Q2 		– Sell
-63
Closed – – 858
2019
Q1 		$0 Buy
+63
New +$193 ﹤0.01% 857
2018
Q4 		– Sell
-2,732
Closed -$8K – 867
2018
Q3 		$8K Sell
2,732
-3,869
-59% -$12.4K ﹤0.01% 540
2018
Q2 		$22K Hold
6,601
– – ﹤0.01% 347
2018
Q1 		$25K Sell
6,601
-20,462
-76% -$79.3K ﹤0.01% 354
2017
Q4 		$101K Buy
27,063
+3,869
+17% +$13.9K 0.02% 241
2017
Q3 		$85K Hold
23,194
– – 0.02% 255
2017
Q2 		$82K Buy
23,194
+10,992
+90% +$39K 0.02% 222
2017
Q1 		$41K Hold
12,202
– – 0.01% 282
2016
Q4 		$38K Hold
12,202
– – 0.01% 293
2016
Q3 		$35K Sell
12,202
-8,393
-41% -$24.9K 0.01% 297
2016
Q2 		$61K Hold
20,595
– – 0.01% 228
2016
Q1 		$81K Sell
20,595
-158
-0.8% -$612 0.02% 227
2015
Q4 		$90K Buy
20,753
+3,375
+19% +$15.3K 0.02% 209
2015
Q3 		$80K Hold
17,378
– – 0.02% 221
2015
Q2 		$94K Buy
17,378
+9,999
+136% +$52.1K 0.02% 219
2015
Q1 		$34K Hold
7,379
– – 0.01% 324
2014
Q4 		$34K Hold
7,379
– – 0.01% 319
2014
Q3 		$37K Hold
7,379
– – 0.01% 314
2014
Q2 		$38K Sell
7,379
-515
-7% -$2.67K 0.01% 323
2014
Q1 		$40K Buy
7,894
+1,330
+20% +$7.22K 0.01% 359
2013
Q4 		$35K Sell
6,564
-1,330
-17% -$6.67K 0.01% 337
2013
Q3 		$38K Sell
7,894
-41
-0.5% -$185 0.01% 369
2013
Q2 		$30K Buy
+7,935
New +$27.6K 0.01% 424

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

Howe & Rusling's LYG Position: Q4 2022 in Review

Howe & Rusling sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 5,778 shares — an estimated $10K sold.

Howe & Rusling first reported a position in LYG in Q2 2013 and held it in 27 quarters. The position peaked at $101K in Q4 2017. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

  • Howe & Rusling reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 5,778 Lloyds Banking Group shares in Q4 2022, an estimated $10K.
  • Howe & Rusling first reported a position in Lloyds Banking Group in Q2 2013 and held it in 27 quarters.
  • Howe & Rusling's Lloyds Banking Group position peaked at $101K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.