Laurel Wealth Advisors (North Carolina)’s Lloyds Banking Group LYG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020 Q3	–	Sell	-13,500	Closed	-$20K	–	541
2020 Q2	$20K	Buy	13,500 +2,500	+23%	+$3.75K	0.01%	311
2020 Q1	$17K	Buy	+11,000	New	+$28.4K	0.01%	307

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

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

MIS

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

Laurel Wealth Advisors (North Carolina)'s LYG Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Lloyds Banking Group (LYG) in Q3 2020, closing a stake of 13,500 shares — an estimated $20K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LYG in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining Lloyds Banking Group position as of Q3 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 13,500 Lloyds Banking Group shares in Q3 2020, an estimated $20K.
Laurel Wealth Advisors (North Carolina) first reported a position in Lloyds Banking Group in Q1 2020 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s Lloyds Banking Group position peaked at $20K in Q2 2020.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.