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 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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Kore Private Wealth's LYG Position: Q3 2021 in Review

Kore Private Wealth sold out of Lloyds Banking Group (LYG) in Q3 2021, closing a stake of 16,868 shares — an estimated $43K sold.

Kore Private Wealth first reported a position in LYG in Q4 2018 and held it in 4 quarters. The position peaked at $43K in Q2 2021. 254 funds tracked by Wall St. Rank hold LYG as of Q3 2021.

Kore Private Wealth reported no remaining Lloyds Banking Group position as of Q3 2021 after selling out during the quarter.
Kore Private Wealth sold 16,868 Lloyds Banking Group shares in Q3 2021, an estimated $43K.
Kore Private Wealth first reported a position in Lloyds Banking Group in Q4 2018 and held it in 4 quarters.
Kore Private Wealth's Lloyds Banking Group position peaked at $43K in Q2 2021.
254 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2021.

Based on Kore Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.