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Mayflower Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Mayflower Financial 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
2021
Q3 		– Sell
-11,120
Closed -$28K – 346
2021
Q2 		$28K Hold
11,120
– – ﹤0.01% 318
2021
Q1 		$26K Buy
+11,120
New +$23.1K ﹤0.01% 295

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mayflower Financial Advisors's LYG Position: Q3 2021 in Review

Mayflower Financial Advisors sold out of Lloyds Banking Group (LYG) in Q3 2021, closing a stake of 11,120 shares — an estimated $28K sold.

Mayflower Financial Advisors first reported a position in LYG in Q1 2021 and held it in 2 quarters. The position peaked at $28K in Q2 2021. 254 funds tracked by Wall St. Rank hold LYG as of Q3 2021.

  • Mayflower Financial Advisors reported no remaining Lloyds Banking Group position as of Q3 2021 after selling out during the quarter.
  • Mayflower Financial Advisors sold 11,120 Lloyds Banking Group shares in Q3 2021, an estimated $28K.
  • Mayflower Financial Advisors first reported a position in Lloyds Banking Group in Q1 2021 and held it in 2 quarters.
  • Mayflower Financial Advisors's Lloyds Banking Group position peaked at $28K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2021.

Based on Mayflower Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.