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Retirement Group’s Lloyds Banking Group LYG Stock Holding History

Retirement 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
2022
Q3 		– Sell
-290
Closed -$1K – 681
2022
Q2 		$1K Hold
290
– – ﹤0.01% 692
2022
Q1 		$1K Hold
290
– – ﹤0.01% 693
2021
Q4 		$1K Hold
290
– – ﹤0.01% 668
2021
Q3 		$1K Hold
290
– – ﹤0.01% 583
2021
Q2 		$1K Hold
290
– – ﹤0.01% 623
2021
Q1 		$1K Hold
290
– – ﹤0.01% 690
2020
Q4 		$0 Hold
290
– – ﹤0.01% 705
2020
Q3 		$0 Hold
290
– – ﹤0.01% 695
2020
Q2 		$0 Buy
+290
New +$435 ﹤0.01% 650
2019
Q4 		$1K Buy
+290
New +$877 ﹤0.01% 607

Other funds holding LYG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Group's LYG Position: Q3 2022 in Review

Retirement Group sold out of Lloyds Banking Group (LYG) in Q3 2022, closing a stake of 290 shares — an estimated $1K sold.

Retirement Group first reported a position in LYG in Q4 2019 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 297 funds tracked by Wall St. Rank hold LYG as of Q3 2022.

  • Retirement Group reported no remaining Lloyds Banking Group position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 290 Lloyds Banking Group shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Lloyds Banking Group in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Lloyds Banking Group position peaked at $1K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.