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Newport Capital Group’s Lloyds Banking Group LYG Stock Holding History

Newport Capital Group’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
Q3 		$28.9K Buy
+13,554
New +$29.4K 0.03% 47

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Newport Capital Group's LYG Position: Q3 2023 in Review

Newport Capital Group opened a new position in Lloyds Banking Group (LYG) in Q3 2023: 13,554 shares worth $28.9K. The stake represents 0.03% of the portfolio and ranks #47 among its holdings.

350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

  • Newport Capital Group held 13,554 shares of Lloyds Banking Group worth $28.9K as of Q3 2023.
  • Lloyds Banking Group was a new Newport Capital Group position in Q3 2023.
  • Lloyds Banking Group made up 0.03% of Newport Capital Group's portfolio in Q3 2023, its #47 holding.
  • 350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Newport Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.