McDonald Partners’s Lloyds Banking Group LYG Stock Holding History

McDonald Partners’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 Q3	–	Sell	-18,348	Closed	-$40.4K	–	236
2023 Q2	$40.4K	Sell	18,348 -1,189	-6%	-$2.73K	0.01%	237
2023 Q1	$45.3K	Sell	19,537 -548	-3%	-$1.33K	0.01%	232
2022 Q4	$44.2K	Sell	20,085 -4,148	-17%	-$8.53K	0.02%	225
2022 Q3	$43K	Sell	24,233 -3,000	-11%	-$6.23K	0.02%	216
2022 Q2	$56K	Sell	27,233 -387	-1%	-$854	0.01%	291
2022 Q1	$67K	Buy	+27,620	New	+$73.5K	0.01%	302
2021 Q4	–	Sell	-28,629	Closed	-$70K	–	650
2021 Q3	$70K	Hold	28,629	–	–	0.02%	297
2021 Q2	$73K	Sell	28,629 -2,000	-7%	-$5.13K	0.02%	303
2021 Q1	$71K	Hold	30,629	–	–	0.02%	289
2020 Q4	$60K	Buy	+30,629	New	+$51.6K	0.02%	275

Other funds holding LYG

MIP

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

McDonald Partners's LYG Position: Q3 2023 in Review

McDonald Partners sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 18,348 shares — an estimated $40.4K sold.

McDonald Partners first reported a position in LYG in Q4 2020 and held it in 10 quarters. The position peaked at $73K in Q2 2021. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

McDonald Partners reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
McDonald Partners sold 18,348 Lloyds Banking Group shares in Q3 2023, an estimated $40.4K.
McDonald Partners first reported a position in Lloyds Banking Group in Q4 2020 and held it in 10 quarters.
McDonald Partners's Lloyds Banking Group position peaked at $73K in Q2 2021.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on McDonald Partners's 13F filing for Q3 2023, filed 30 Oct 2023.