Luther King Capital Management (LKCM)’s Lloyds Banking Group LYG Stock Holding History

Luther King Capital Management (LKCM)’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	-65,000	Closed	-$143K	–	588
2022 Q4	$143K	Hold	65,000	–	–	﹤0.01%	566
2022 Q3	$116K	Hold	65,000	–	–	﹤0.01%	559
2022 Q2	$133K	Hold	65,000	–	–	﹤0.01%	597
2022 Q1	$157K	Sell	65,000 -3,306	-5%	-$8.79K	﹤0.01%	593
2021 Q4	$174K	Buy	68,306 +3,306	+5%	+$8.43K	﹤0.01%	606
2021 Q3	$159K	Hold	65,000	–	–	﹤0.01%	592
2021 Q2	$166K	Hold	65,000	–	–	﹤0.01%	606
2021 Q1	$151K	Buy	+65,000	New	+$135K	﹤0.01%	546
2014 Q2	–	Sell	-10,400	Closed	-$53K	–	563
2014 Q1	$53K	Buy	+10,400	New	+$56.4K	﹤0.01%	529

Other funds holding LYG

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

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

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

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

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

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

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

Luther King Capital Management (LKCM)'s LYG Position: Q1 2023 in Review

Luther King Capital Management (LKCM) sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 65,000 shares — an estimated $143K sold.

Luther King Capital Management (LKCM) first reported a position in LYG in Q1 2014 and held it in 9 quarters. The position peaked at $174K in Q4 2021. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

Luther King Capital Management (LKCM) reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 65,000 Lloyds Banking Group shares in Q1 2023, an estimated $143K.
Luther King Capital Management (LKCM) first reported a position in Lloyds Banking Group in Q1 2014 and held it in 9 quarters.
Luther King Capital Management (LKCM)'s Lloyds Banking Group position peaked at $174K in Q4 2021.
329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2023, filed 11 May 2023.