Latitude Advisors’s Lloyds Banking Group LYG Stock Holding History

Latitude Advisors’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 Q4	–	Sell	-12,578	Closed	-$26.8K	–	182
2023 Q3	$26.8K	Hold	12,578	–	–	0.02%	165
2023 Q2	$27.7K	Hold	12,578	–	–	0.02%	175
2023 Q1	$29.2K	Hold	12,578	–	–	0.02%	167
2022 Q4	$27.7K	Hold	12,578	–	–	0.02%	159
2022 Q3	$23K	Hold	12,578	–	–	0.02%	147
2022 Q2	$26K	Sell	12,578 -25,156	-67%	-$55.5K	0.02%	142
2022 Q1	$91K	Buy	37,734 +12,578	+50%	+$33.5K	0.02%	324
2021 Q4	$64K	Buy	25,156 +8,526	+51%	+$21.7K	0.02%	296
2021 Q3	$41K	Buy	+16,630	New	+$40.7K	0.01%	281

Other funds holding LYG

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Latitude Advisors's LYG Position: Q4 2023 in Review

Latitude Advisors sold out of Lloyds Banking Group (LYG) in Q4 2023, closing a stake of 12,578 shares — an estimated $26.8K sold.

Latitude Advisors first reported a position in LYG in Q3 2021 and held it in 9 quarters. The position peaked at $91K in Q1 2022. 392 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

Latitude Advisors reported no remaining Lloyds Banking Group position as of Q4 2023 after selling out during the quarter.
Latitude Advisors sold 12,578 Lloyds Banking Group shares in Q4 2023, an estimated $26.8K.
Latitude Advisors first reported a position in Lloyds Banking Group in Q3 2021 and held it in 9 quarters.
Latitude Advisors's Lloyds Banking Group position peaked at $91K in Q1 2022.
392 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Latitude Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.