Red Door Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Red Door Wealth Management’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	-10,100	Closed	-$20K	–	118
2020 Q4	$20K	Hold	10,100	–	–	0.01%	106
2020 Q3	$13K	Hold	10,100	–	–	0.01%	100
2020 Q2	$15K	Hold	10,100	–	–	0.01%	280
2020 Q1	$15K	Buy	+10,100	New	+$26K	0.01%	253

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

Red Door Wealth Management's LYG Position: Q1 2021 in Review

Red Door Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 10,100 shares — an estimated $20K sold.

Red Door Wealth Management first reported a position in LYG in Q1 2020 and held it in 4 quarters. The position peaked at $20K in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

Red Door Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
Red Door Wealth Management sold 10,100 Lloyds Banking Group shares in Q1 2021, an estimated $20K.
Red Door Wealth Management first reported a position in Lloyds Banking Group in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's Lloyds Banking Group position peaked at $20K in Q4 2020.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on Red Door Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.