Planned Solutions’s Lloyds Banking Group LYG Stock Holding History

Planned Solutions’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 Q1	–	Sell	-3,000	Closed	-$6K	–	265
2020 Q4	$6K	Buy	+3,000	New	+$5.06K	﹤0.01%	369

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

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

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

Planned Solutions's LYG Position: Q1 2021 in Review

Planned Solutions sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 3,000 shares — an estimated $6K sold.

Planned Solutions first reported a position in LYG in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

Planned Solutions reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 3,000 Lloyds Banking Group shares in Q1 2021, an estimated $6K.
Planned Solutions first reported a position in Lloyds Banking Group in Q4 2020 and held it in 1 quarter.
Planned Solutions's Lloyds Banking Group position peaked at $6K in Q4 2020.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.