SS
LYG icon

Simplicity Solutions’s Lloyds Banking Group LYG Stock Holding History

Simplicity Solutions’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
Q4 		$49.7K Buy
20,775
+1,722
+9% +$3.69K ﹤0.01% 1042
2023
Q3 		$40.6K Sell
19,053
-8,854
-32% -$19.2K ﹤0.01% 966
2023
Q2 		$61.4K Buy
27,907
+650
+2% +$1.49K ﹤0.01% 1024
2023
Q1 		$63.2K Buy
27,257
+10,728
+65% +$26K ﹤0.01% 1086
2022
Q4 		$36.4K Buy
16,529
+1,699
+11% +$3.5K ﹤0.01% 657
2022
Q3 		$27K Buy
14,830
+4,735
+47% +$9.83K ﹤0.01% 637
2022
Q2 		$21K Buy
+10,095
New +$22.3K ﹤0.01% 627
2020
Q4 		– Sell
-13,633
Closed -$18K – 965
2020
Q3 		$18K Sell
13,633
-287
-2% -$402 ﹤0.01% 857
2020
Q2 		$21K Sell
13,920
-337
-2% -$505 ﹤0.01% 866
2020
Q1 		$22K Sell
14,257
-8,166
-36% -$21K ﹤0.01% 715
2019
Q4 		$74K Sell
22,423
-25,287
-53% -$76.5K ﹤0.01% 816
2019
Q3 		$126K Buy
47,710
+12,740
+36% +$33K 0.01% 697
2019
Q2 		$99K Buy
+34,970
New +$108K ﹤0.01% 647
2018
Q4 		– Sell
-45,717
Closed -$139K – 722
2018
Q3 		$139K Sell
45,717
-2,514
-5% -$8.06K 0.01% 541
2018
Q2 		$160K Buy
48,231
+20,165
+72% +$71.7K 0.01% 478
2018
Q1 		$104K Sell
28,066
-28,360
-50% -$110K 0.01% 358
2017
Q4 		$212K Buy
56,426
+18,227
+48% +$65.7K 0.02% 344
2017
Q3 		$140K Buy
38,199
+1,474
+4% +$5.14K 0.09% 203
2017
Q2 		$130K Sell
36,725
-2,377
-6% -$8.44K 0.02% 399
2017
Q1 		$133K Buy
39,102
+10,152
+35% +$34.2K 0.02% 390
2016
Q4 		$90K Buy
+28,950
New +$84.7K 0.02% 339

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's LYG Position: Q4 2023 in Review

Simplicity Solutions increased its Lloyds Banking Group (LYG) stake by 9% in Q4 2023, buying an estimated $3.69K and bringing the position to 20,775 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Simplicity Solutions first reported a position in LYG in Q4 2016 and has held it in 21 quarters since. The position peaked at $212K in Q4 2017. 391 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

  • Simplicity Solutions held 20,775 shares of Lloyds Banking Group worth $49.7K as of Q4 2023.
  • Simplicity Solutions bought 1,722 Lloyds Banking Group shares in Q4 2023, an estimated $3.69K.
  • Lloyds Banking Group made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1042 holding.
  • Simplicity Solutions first reported a position in Lloyds Banking Group in Q4 2016 and has held it in 21 quarters since.
  • Simplicity Solutions's Lloyds Banking Group position peaked at $212K in Q4 2017.
  • 391 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.