MPPW
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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 – 156
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
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return