Single Point Partners’s Lloyds Banking Group LYG Stock Holding History

Single Point 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
2023 Q2	–	Sell	-75,622	Closed	-$175K	–	119
2023 Q1	$175K	Hold	75,622	–	–	0.04%	151
2022 Q4	$166K	Buy	75,622 +21,746	+40%	+$44.7K	0.04%	152
2022 Q3	$96K	Buy	+53,876	New	+$112K	0.03%	129

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Single Point Partners's LYG Position: Q2 2023 in Review

Single Point Partners sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 75,622 shares — an estimated $175K sold.

Single Point Partners first reported a position in LYG in Q3 2022 and held it in 3 quarters. The position peaked at $175K in Q1 2023. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Single Point Partners reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
Single Point Partners sold 75,622 Lloyds Banking Group shares in Q2 2023, an estimated $175K.
Single Point Partners first reported a position in Lloyds Banking Group in Q3 2022 and held it in 3 quarters.
Single Point Partners's Lloyds Banking Group position peaked at $175K in Q1 2023.
341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Single Point Partners's 13F filing for Q2 2023, filed 10 Jul 2023.