Moneta Group Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Moneta Group Investment 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 Q4	–	Sell	-10,204	Closed	-$25K	–	487
2021 Q3	$25K	Buy	10,204 +8	+0.1%	+$20	﹤0.01%	451
2021 Q2	$26K	Buy	10,196 +282	+3%	+$724	﹤0.01%	446
2021 Q1	$23K	Buy	+9,914	New	+$20.6K	﹤0.01%	417

Other funds holding LYG

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Moneta Group Investment Advisors's LYG Position: Q4 2021 in Review

Moneta Group Investment Advisors sold out of Lloyds Banking Group (LYG) in Q4 2021, closing a stake of 10,204 shares — an estimated $25K sold.

Moneta Group Investment Advisors first reported a position in LYG in Q1 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 281 funds tracked by Wall St. Rank hold LYG as of Q4 2021.

Moneta Group Investment Advisors reported no remaining Lloyds Banking Group position as of Q4 2021 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,204 Lloyds Banking Group shares in Q4 2021, an estimated $25K.
Moneta Group Investment Advisors first reported a position in Lloyds Banking Group in Q1 2021 and held it in 3 quarters.
Moneta Group Investment Advisors's Lloyds Banking Group position peaked at $26K in Q2 2021.
281 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.