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 New York $93.1B AUM 61.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return