Money Concepts Capital’s Lloyds Banking Group LYG Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,997	Closed	-$4.39K	–	1886
2022 Q4	$4.39K	Buy	+1,997	New	+$4.11K	﹤0.01%	2408
2022 Q2	–	Sell	-697	Closed	-$2K	–	2135
2022 Q1	$2K	Buy	+697	New	+$1.85K	﹤0.01%	2462

Other funds holding LYG

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's LYG Position: Q1 2023 in Review

Money Concepts Capital sold out of Lloyds Banking Group (LYG) in Q1 2023, closing a stake of 1,997 shares — an estimated $4.39K sold.

Money Concepts Capital first reported a position in LYG in Q1 2022 and held it in 2 quarters. The position peaked at $4.39K in Q4 2022. 329 funds tracked by Wall St. Rank hold LYG as of Q1 2023.

Money Concepts Capital reported no remaining Lloyds Banking Group position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,997 Lloyds Banking Group shares in Q1 2023, an estimated $4.39K.
Money Concepts Capital first reported a position in Lloyds Banking Group in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Lloyds Banking Group position peaked at $4.39K in Q4 2022.
329 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.