KCS Wealth Advisory’s Lloyds Banking Group LYG Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-31,877	Closed	-$77K	–	163
2022 Q1	$77K	Sell	31,877 -12,500	-28%	-$33.2K	0.04%	157
2021 Q4	$113K	Sell	44,377 -8,861	-17%	-$22.6K	0.05%	160
2021 Q3	$130K	Sell	53,238 -4,995	-9%	-$12.2K	0.06%	147
2021 Q2	$148K	Sell	58,233 -18,015	-24%	-$46.3K	0.07%	149
2021 Q1	$177K	Sell	76,248 -306,890	-80%	-$637K	0.09%	147
2020 Q4	$751K	Sell	383,138 -142,214	-27%	-$240K	0.5%	77
2020 Q3	$683K	Buy	525,352 +16,235	+3%	+$22.8K	0.54%	74
2020 Q2	$764K	Buy	509,117 +101,123	+25%	+$152K	0.63%	63
2020 Q1	$616K	Buy	407,994 +26,355	+7%	+$67.9K	0.63%	65
2019 Q4	$1.26M	Buy	381,639 +5,258	+1%	+$15.9K	0.95%	32
2019 Q3	$994K	Buy	376,381 +67,761	+22%	+$176K	0.69%	54
2019 Q2	$876K	Buy	308,620 +27,689	+10%	+$85.6K	0.69%	62
2019 Q1	$902K	Buy	280,931 +23,229	+9%	+$71K	0.79%	48
2018 Q4	$660K	Buy	257,702 +33,996	+15%	+$96.7K	0.7%	63
2018 Q3	$680K	Buy	223,706 +106,129	+90%	+$340K	0.63%	69
2018 Q2	$392K	Buy	+117,577	New	+$418K	0.37%	106

Other funds holding LYG

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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

KCS Wealth Advisory's LYG Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 31,877 shares — an estimated $77K sold.

KCS Wealth Advisory first reported a position in LYG in Q2 2018 and held it in 16 quarters. The position peaked at $1.26M in Q4 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

KCS Wealth Advisory reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
KCS Wealth Advisory sold 31,877 Lloyds Banking Group shares in Q2 2022, an estimated $77K.
KCS Wealth Advisory first reported a position in Lloyds Banking Group in Q2 2018 and held it in 16 quarters.
KCS Wealth Advisory's Lloyds Banking Group position peaked at $1.26M in Q4 2019.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.