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SFE Investment Counsel’s Lloyds Banking Group LYG Stock Holding History

SFE Investment Counsel’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
2023
Q3 		– Sell
-10,000
Closed -$22K – 118
2023
Q2 		$22K Buy
+10,000
New +$22.9K 0.01% 113

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFE Investment Counsel's LYG Position: Q3 2023 in Review

SFE Investment Counsel sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 10,000 shares — an estimated $22K sold.

SFE Investment Counsel first reported a position in LYG in Q2 2023 and held it in 1 quarter. The position peaked at $22K in Q2 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

  • SFE Investment Counsel reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
  • SFE Investment Counsel sold 10,000 Lloyds Banking Group shares in Q3 2023, an estimated $22K.
  • SFE Investment Counsel first reported a position in Lloyds Banking Group in Q2 2023 and held it in 1 quarter.
  • SFE Investment Counsel's Lloyds Banking Group position peaked at $22K in Q2 2023.
  • 350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on SFE Investment Counsel's 13F filing for Q3 2023, filed 25 Oct 2023.