Koshinski Asset Management
LYG icon

Koshinski Asset Management’s Lloyds Banking Group LYG Stock Holding History

Koshinski Asset Management’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
Q1 		– Sell
-11,388
Closed -$25.1K – 597
2022
Q4 		$25.1K Buy
+11,388
New +$23.4K ﹤0.01% 605
2022
Q2 		– Sell
-8,764
Closed -$21.1K – 1410
2022
Q1 		$21.1K Buy
8,764
+4,477
+104% +$11.9K ﹤0.01% 1395
2021
Q4 		$10.9K Buy
4,287
+360
+9% +$918 ﹤0.01% 1611
2021
Q3 		$9.62K Buy
+3,927
New +$9.62K ﹤0.01% 1668

Other funds holding LYG

CIBC Private Wealth Group
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Koshinski Asset Management's LYG Position: Q1 2023 in Review

Koshinski Asset Management sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 11,388 shares — an estimated $25.1K sold.

Koshinski Asset Management first reported a position in LYG in Q3 2021 and held it in 4 quarters. The position peaked at $25.1K in Q4 2022. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

  • Koshinski Asset Management reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 11,388 Lloyds Banking Group shares in Q1 2023, an estimated $25.1K.
  • Koshinski Asset Management first reported a position in Lloyds Banking Group in Q3 2021 and held it in 4 quarters.
  • Koshinski Asset Management's Lloyds Banking Group position peaked at $25.1K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Koshinski Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.