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Planning Capital Management Corporation’s Lloyds Banking Group LYG Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-10,057
Closed -$27.5K – 861
2024
Q2 		$27.5K Hold
10,057
– – 0.02% 242
2024
Q1 		$26K Hold
10,057
– – 0.02% 246
2023
Q4 		$24K Buy
+10,057
New +$21.5K 0.02% 262

Other funds holding LYG

MIP
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Capital Management Corporation's LYG Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 10,057 shares — an estimated $27.5K sold.

Planning Capital Management Corporation first reported a position in LYG in Q4 2023 and held it in 3 quarters. The position peaked at $27.5K in Q2 2024. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 10,057 Lloyds Banking Group shares in Q3 2024, an estimated $27.5K.
  • Planning Capital Management Corporation first reported a position in Lloyds Banking Group in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Lloyds Banking Group position peaked at $27.5K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.