Mariner Independent Advisor Network’s Lloyds Banking Group LYG Stock Holding History

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-85,449	Closed	-$209K	–	573
2022 Q1	$209K	Sell	85,449 -8,214	-9%	-$21.8K	0.01%	504
2021 Q4	$244K	Hold	93,663	–	–	0.01%	437
2021 Q3	$229K	Hold	93,663	–	–	0.01%	455
2021 Q2	$239K	Buy	93,663 +117	+0.1%	+$300	0.01%	469
2021 Q1	$217K	Buy	+93,546	New	+$194K	0.01%	424
2020 Q1	–	Sell	-114,460	Closed	-$379K	–	387
2019 Q4	$379K	Buy	114,460 +1,347	+1%	+$4.07K	0.03%	336
2019 Q3	$292K	Buy	113,113 +3	+0%	+$8	0.02%	351
2019 Q2	$324K	Buy	+113,110	New	+$350K	0.02%	342

Other funds holding LYG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mariner Independent Advisor Network's LYG Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of Lloyds Banking Group (LYG) in Q2 2022, closing a stake of 85,449 shares — an estimated $209K sold.

Mariner Independent Advisor Network first reported a position in LYG in Q2 2019 and held it in 8 quarters. The position peaked at $379K in Q4 2019. 297 funds tracked by Wall St. Rank hold LYG as of Q2 2022.

Mariner Independent Advisor Network reported no remaining Lloyds Banking Group position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 85,449 Lloyds Banking Group shares in Q2 2022, an estimated $209K.
Mariner Independent Advisor Network first reported a position in Lloyds Banking Group in Q2 2019 and held it in 8 quarters.
Mariner Independent Advisor Network's Lloyds Banking Group position peaked at $379K in Q4 2019.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.