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Souders Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Souders Financial Advisors’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
2020
Q2 		– Sell
-12,525
Closed -$19K – 102
2020
Q1 		$19K Buy
+12,525
New +$32.3K 0.02% 92

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MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Souders Financial Advisors's LYG Position: Q2 2020 in Review

Souders Financial Advisors sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 12,525 shares — an estimated $19K sold.

Souders Financial Advisors first reported a position in LYG in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Souders Financial Advisors reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Souders Financial Advisors sold 12,525 Lloyds Banking Group shares in Q2 2020, an estimated $19K.
  • Souders Financial Advisors first reported a position in Lloyds Banking Group in Q1 2020 and held it in 1 quarter.
  • Souders Financial Advisors's Lloyds Banking Group position peaked at $19K in Q1 2020.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Souders Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.