MSCM
LYLT

McElhenny Sheffield Capital Management’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio LYLT Stock Details LYLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-181
Closed -$4.48K – 660
2022
Q4 		$4.48K Buy
+181
New +$310 ﹤0.01% 415

Other funds holding LYLT

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

McElhenny Sheffield Capital Management's LYLT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Loyalty Ventures Inc. Common Stock (LYLT) in Q1 2023, closing a stake of 181 shares — an estimated $4.48K sold.

McElhenny Sheffield Capital Management first reported a position in LYLT in Q4 2022 and held it in 1 quarter. The position peaked at $4.48K in Q4 2022. 9 funds tracked by Wall St. Rank hold LYLT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Loyalty Ventures Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 181 Loyalty Ventures Inc. Common Stock shares in Q1 2023, an estimated $4.48K.
  • McElhenny Sheffield Capital Management first reported a position in Loyalty Ventures Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Loyalty Ventures Inc. Common Stock position peaked at $4.48K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.