LA
LYG icon

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 $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return