Kistler-Tiffany Companies’s Lloyds Banking Group LYG Stock Holding History

Kistler-Tiffany Companies’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	$26K	Hold	11,805	–	–	﹤0.01%	584
2023 Q1	$27.4K	Hold	11,805	–	–	0.01%	508
2022 Q4	$26K	Hold	11,805	–	–	0.01%	497
2022 Q3	$21K	Hold	11,805	–	–	﹤0.01%	492
2022 Q2	$24K	Hold	11,805	–	–	0.01%	477
2022 Q1	$28K	Hold	11,805	–	–	0.01%	464
2021 Q4	$30K	Hold	11,805	–	–	0.01%	437
2021 Q3	$29K	Buy	11,805 +1,687	+17%	+$4.13K	0.01%	439
2021 Q2	$26K	Hold	10,118	–	–	0.01%	458
2021 Q1	$23K	Hold	10,118	–	–	0.01%	436
2020 Q4	$20K	Hold	10,118	–	–	0.01%	423
2020 Q3	$13K	Hold	10,118	–	–	﹤0.01%	448
2020 Q2	$15K	Buy	10,118 +3,850	+61%	+$5.77K	0.01%	398
2020 Q1	$21K	Hold	6,268	–	–	0.01%	358
2019 Q4	$21K	Hold	6,268	–	–	0.01%	365
2019 Q3	$17K	Buy	6,268 +1,000	+19%	+$2.59K	0.01%	390
2019 Q2	$15K	Buy	5,268 +1,606	+44%	+$4.97K	0.01%	394
2019 Q1	$12K	Hold	3,662	–	–	0.01%	412
2018 Q4	$9K	Buy	+3,662	New	+$10.4K	﹤0.01%	414
2018 Q2	–	Sell	-325	Closed	-$1K	–	588
2018 Q1	$1K	Hold	325	–	–	﹤0.01%	543
2017 Q4	$1K	Hold	325	–	–	﹤0.01%	537
2017 Q3	$1K	Buy	+325	New	+$1.13K	﹤0.01%	532
2016 Q3	–	Sell	-119	Closed	–	–	647
2016 Q2	$0	Buy	+119	New	+$466	﹤0.01%	693
2015 Q3	–	Hold	0	–	–	–	533
2014 Q4	–	Sell	-325	Closed	-$2K	–	611
2014 Q3	$2K	Buy	+325	New	+$1.64K	﹤0.01%	554
2014 Q1	–	Sell	-353	Closed	-$2K	–	568
2013 Q4	$2K	Sell	353 -1,410	-80%	-$7.07K	﹤0.01%	532
2013 Q3	$8K	Sell	1,763 -2,572	-59%	-$11.6K	0.01%	451
2013 Q2	$17K	Buy	+4,335	New	+$15.1K	0.01%	358

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 $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kistler-Tiffany Companies's LYG Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Lloyds Banking Group (LYG) position steady in Q2 2023 at 11,805 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Kistler-Tiffany Companies first reported a position in LYG in Q2 2013 and has held it in 27 quarters since. The position peaked at $30K in Q4 2021. 342 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Kistler-Tiffany Companies held 11,805 shares of Lloyds Banking Group worth $26K as of Q2 2023.
Kistler-Tiffany Companies left its Lloyds Banking Group share count unchanged in Q2 2023.
Lloyds Banking Group made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #584 holding.
Kistler-Tiffany Companies first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 27 quarters since.
Kistler-Tiffany Companies's Lloyds Banking Group position peaked at $30K in Q4 2021.
342 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.