Mitchell & Pahl Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Mitchell & Pahl Private Wealth’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 Q4	–	Sell	-14,689	Closed	-$26K	–	155
2022 Q3	$26K	Sell	14,689 -2,206	-13%	-$4.58K	0.02%	153
2022 Q2	$34K	Sell	16,895 -6,196	-27%	-$13.7K	0.02%	155
2022 Q1	$56K	Hold	23,091	–	–	0.04%	164
2021 Q4	$59K	Hold	23,091	–	–	0.04%	165
2021 Q3	$57K	Hold	23,091	–	–	0.04%	158
2021 Q2	$59K	Hold	23,091	–	–	0.04%	155
2021 Q1	$54K	Hold	23,091	–	–	0.04%	150
2020 Q4	$45K	Buy	+23,091	New	+$38.9K	0.04%	147

Other funds holding LYG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Mitchell & Pahl Private Wealth's LYG Position: Q4 2022 in Review

Mitchell & Pahl Private Wealth sold out of Lloyds Banking Group (LYG) in Q4 2022, closing a stake of 14,689 shares — an estimated $26K sold.

Mitchell & Pahl Private Wealth first reported a position in LYG in Q4 2020 and held it in 8 quarters. The position peaked at $59K in Q4 2021. 318 funds tracked by Wall St. Rank hold LYG as of Q4 2022.

Mitchell & Pahl Private Wealth reported no remaining Lloyds Banking Group position as of Q4 2022 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 14,689 Lloyds Banking Group shares in Q4 2022, an estimated $26K.
Mitchell & Pahl Private Wealth first reported a position in Lloyds Banking Group in Q4 2020 and held it in 8 quarters.
Mitchell & Pahl Private Wealth's Lloyds Banking Group position peaked at $59K in Q4 2021.
318 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.