Stonebridge Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Stonebridge Capital 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
2021 Q2	–	Sell	-461	Closed	-$1K	–	966
2021 Q1	$1K	Buy	+461	New	+$957	﹤0.01%	912
2020 Q3	–	Sell	-461	Closed	-$1K	–	478
2020 Q2	$1K	Hold	461	–	–	﹤0.01%	731
2020 Q1	$1K	Sell	461 -3,398	-88%	-$8.76K	﹤0.01%	724
2019 Q4	$13K	Buy	+3,859	New	+$11.7K	﹤0.01%	519

Other funds holding LYG

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

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

MIP

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

Stonebridge Capital Advisors's LYG Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of Lloyds Banking Group (LYG) in Q2 2021, closing a stake of 461 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in LYG in Q4 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

Stonebridge Capital Advisors reported no remaining Lloyds Banking Group position as of Q2 2021 after selling out during the quarter.
Stonebridge Capital Advisors sold 461 Lloyds Banking Group shares in Q2 2021, an estimated $1K.
Stonebridge Capital Advisors first reported a position in Lloyds Banking Group in Q4 2019 and held it in 4 quarters.
Stonebridge Capital Advisors's Lloyds Banking Group position peaked at $13K in Q4 2019.
243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.