Intrua Financial’s Lloyds Banking Group LYG Stock Holding History

Intrua Financial’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	-12,999	Closed	-$29.2K	–	364
2023 Q1	$29.2K	Buy	12,999 +499	+4%	+$1.21K	0.01%	329
2022 Q4	$30.3K	Buy	+12,500	New	+$25.7K	0.01%	330
2022 Q2	–	Sell	-38,900	Closed	-$94K	–	377
2022 Q1	$94K	Buy	+38,900	New	+$103K	0.02%	374

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Intrua Financial's LYG Position: Q2 2023 in Review

Intrua Financial sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 12,999 shares — an estimated $29.2K sold.

Intrua Financial first reported a position in LYG in Q1 2022 and held it in 3 quarters. The position peaked at $94K in Q1 2022. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Intrua Financial reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
Intrua Financial sold 12,999 Lloyds Banking Group shares in Q2 2023, an estimated $29.2K.
Intrua Financial first reported a position in Lloyds Banking Group in Q1 2022 and held it in 3 quarters.
Intrua Financial's Lloyds Banking Group position peaked at $94K in Q1 2022.
341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Intrua Financial's 13F filing for Q2 2023, filed 13 Feb 2025.