Stamos Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Stamos Capital 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 Q3	–	Sell	-4,282,360	Closed	-$9.42M	–	112
2023 Q2	$9.42M	Buy	4,282,360 +998,730	+30%	+$2.29M	2.2%	9
2023 Q1	$7.62M	Buy	3,283,630 +258,790	+9%	+$626K	1.97%	13
2022 Q4	$6.65M	Buy	3,024,840 +376,580	+14%	+$775K	2.11%	13
2022 Q3	$4.74M	Buy	+2,648,260	New	+$5.5M	1.21%	28

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 $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stamos Capital Partners's LYG Position: Q3 2023 in Review

Stamos Capital Partners sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 4,282,360 shares — an estimated $9.42M sold.

Stamos Capital Partners first reported a position in LYG in Q3 2022 and held it in 4 quarters. The position peaked at $9.42M in Q2 2023. 351 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Stamos Capital Partners reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
Stamos Capital Partners sold 4,282,360 Lloyds Banking Group shares in Q3 2023, an estimated $9.42M.
Stamos Capital Partners first reported a position in Lloyds Banking Group in Q3 2022 and held it in 4 quarters.
Stamos Capital Partners's Lloyds Banking Group position peaked at $9.42M in Q2 2023.
351 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Stamos Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.