MAM
LYG icon

Marquette Asset Management’s Lloyds Banking Group LYG Stock Holding History

Marquette Asset Management’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
Q3 		– Sell
-299
Closed -$1K – 324
2022
Q2 		$1K Buy
299
+74
+33% +$163 ﹤0.01% 264
2022
Q1 		$1K Buy
+225
New +$598 ﹤0.01% 319

Other funds holding LYG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marquette Asset Management's LYG Position: Q3 2022 in Review

Marquette Asset Management sold out of Lloyds Banking Group (LYG) in Q3 2022, closing a stake of 299 shares — an estimated $1K sold.

Marquette Asset Management first reported a position in LYG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

  • Marquette Asset Management reported no remaining Lloyds Banking Group position as of Q3 2022 after selling out during the quarter.
  • Marquette Asset Management sold 299 Lloyds Banking Group shares in Q3 2022, an estimated $1K.
  • Marquette Asset Management first reported a position in Lloyds Banking Group in Q1 2022 and held it in 2 quarters.
  • Marquette Asset Management's Lloyds Banking Group position peaked at $1K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on Marquette Asset Management's 13F filing for Q3 2022, filed 6 Oct 2022.