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Sandbox Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Sandbox Financial Partners’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
Q1 		– Sell
-60,000
Closed -$3K – 104
2021
Q4 		$3K Buy
+60,000
New +$153K ﹤0.01% 105
2021
Q3 		– Sell
-50,000
Closed -$4K – 105
2021
Q2 		$4K Buy
+50,000
New +$128K ﹤0.01% 98

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandbox Financial Partners's LYG Position: Q4 2021 in Review

Sandbox Financial Partners sold out of Lloyds Banking Group (LYG) in Q4 2021, closing a stake of 91,950 shares — an estimated $234K sold.

Sandbox Financial Partners first reported a position in LYG in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 281 funds tracked by Wall St. Rank hold LYG as of Q4 2021.

  • Sandbox Financial Partners reported no remaining Lloyds Banking Group position as of Q4 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 91,950 Lloyds Banking Group shares in Q4 2021, an estimated $234K.
  • Sandbox Financial Partners first reported a position in Lloyds Banking Group in Q3 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's Lloyds Banking Group position peaked at $34K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2021.

Based on Sandbox Financial Partners's 13F filing for Q4 2021, filed 11 Feb 2022.