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Sigma Planning Corp’s Lloyds Banking Group LYG Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-14,390
Closed -$33.4K – 1300
2023
Q1 		$33.4K Buy
+14,390
New +$34.8K ﹤0.01% 1272
2022
Q3 		– Sell
-17,347
Closed -$35K – 1313
2022
Q2 		$35K Sell
17,347
-2,180
-11% -$4.81K ﹤0.01% 1260
2022
Q1 		$47K Sell
19,527
-4,865
-20% -$12.9K ﹤0.01% 1338
2021
Q4 		$62K Hold
24,392
– – ﹤0.01% 1349
2021
Q3 		$60K Sell
24,392
-4,472
-15% -$11K ﹤0.01% 1338
2021
Q2 		$74K Buy
28,864
+18,500
+179% +$47.5K ﹤0.01% 1378
2021
Q1 		$24K Buy
10,364
+100
+1% +$208 ﹤0.01% 1322
2020
Q4 		$20K Hold
10,264
– – ﹤0.01% 1186
2020
Q3 		$13K Sell
10,264
-7,462
-42% -$10.5K ﹤0.01% 1056
2020
Q2 		$27K Buy
17,726
+477
+3% +$715 ﹤0.01% 1037
2020
Q1 		$26K Sell
17,249
-3,366
-16% -$8.68K ﹤0.01% 894
2019
Q4 		$68K Hold
20,615
– – ﹤0.01% 1026
2019
Q3 		$54K Buy
20,615
+1,915
+10% +$4.97K ﹤0.01% 978
2019
Q2 		$53K Sell
18,700
-2,895
-13% -$8.95K ﹤0.01% 974
2019
Q1 		$69K Buy
21,595
+2,895
+15% +$8.85K ﹤0.01% 912
2018
Q4 		$48K Sell
18,700
-6,002
-24% -$17.1K ﹤0.01% 836
2018
Q3 		$75K Buy
24,702
+8,010
+48% +$25.7K ﹤0.01% 927
2018
Q2 		$56K Buy
+16,692
New +$59.3K ﹤0.01% 892
2017
Q1 		– Sell
-13,132
Closed -$41K – 796
2016
Q4 		$41K Buy
13,132
+82
+0.6% +$240 ﹤0.01% 722
2016
Q3 		$37K Buy
+13,050
New +$38.8K ﹤0.01% 732
2015
Q4 		– Sell
-11,102
Closed -$51K – 722
2015
Q3 		$51K Sell
11,102
-1,000
-8% -$5K 0.01% 650
2015
Q2 		$66K Buy
12,102
+17
+0.1% +$89 0.01% 685
2015
Q1 		$56K Buy
12,085
+100
+0.8% +$466 0.01% 731
2014
Q4 		$56K Buy
+11,985
New +$57.9K 0.01% 698

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sigma Planning Corp's LYG Position: Q2 2023 in Review

Sigma Planning Corp sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 14,390 shares — an estimated $33.4K sold.

Sigma Planning Corp first reported a position in LYG in Q4 2014 and held it in 24 quarters. The position peaked at $75K in Q3 2018. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

  • Sigma Planning Corp reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 14,390 Lloyds Banking Group shares in Q2 2023, an estimated $33.4K.
  • Sigma Planning Corp first reported a position in Lloyds Banking Group in Q4 2014 and held it in 24 quarters.
  • Sigma Planning Corp's Lloyds Banking Group position peaked at $75K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.