KPW
LYG icon

Kore Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Kore Private Wealth’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
2021
Q3 		– Sell
-16,868
Closed -$43K – 460
2021
Q2 		$43K Buy
+16,868
New +$43.3K ﹤0.01% 420
2020
Q2 		– Sell
-712
Closed -$1K – 1219
2020
Q1 		$1K Sell
712
-1,003
-58% -$2.58K ﹤0.01% 999
2019
Q4 		$6K Buy
+1,715
New +$5.19K ﹤0.01% 830
2019
Q1 		– Sell
-1,952
Closed -$5K – 954
2018
Q4 		$5K Buy
+1,952
New +$5.55K ﹤0.01% 678

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return