Joseph P. Lucia & Associates’s Lloyds Banking Group LYG Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-1,811	Closed	-$4K	–	292
2022 Q2	$4K	Hold	1,811	–	–	﹤0.01%	353
2022 Q1	$4K	Buy	+1,811	New	+$4.82K	﹤0.01%	367
2021 Q4	–	Sell	-1,811	Closed	-$4K	–	367
2021 Q3	$4K	Hold	1,811	–	–	﹤0.01%	457
2021 Q2	$5K	Hold	1,811	–	–	﹤0.01%	442
2021 Q1	$4K	Hold	1,811	–	–	﹤0.01%	438
2020 Q4	$4K	Buy	+1,811	New	+$3.05K	﹤0.01%	404
2020 Q3	–	Sell	-1,811	Closed	-$3K	–	294
2020 Q2	$3K	Hold	1,811	–	–	﹤0.01%	414
2020 Q1	$3K	Hold	1,811	–	–	﹤0.01%	377
2019 Q4	$6K	Hold	1,811	–	–	0.01%	352
2019 Q3	$5K	Hold	1,811	–	–	0.01%	365
2019 Q2	$5K	Buy	+1,811	New	+$5.6K	0.01%	363

Other funds holding LYG

Jane Street New York $1.21T AUM 78.12% 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

MIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Joseph P. Lucia & Associates's LYG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Lloyds Banking Group (LYG) in Q3 2022, closing a stake of 1,811 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in LYG in Q2 2019 and held it in 11 quarters. The position peaked at $6K in Q4 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Lloyds Banking Group position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,811 Lloyds Banking Group shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Lloyds Banking Group in Q2 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Lloyds Banking Group position peaked at $6K in Q4 2019.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.