Straight Path Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Straight Path Wealth Management’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	-13,013	Closed	-$30.2K	–	80
2023 Q1	$30.2K	Hold	13,013	–	–	0.02%	72
2022 Q4	$28.6K	Hold	13,013	–	–	0.03%	70
2022 Q3	$23K	Buy	13,013 +234	+2%	+$486	0.02%	72
2022 Q2	$26K	Buy	+12,779	New	+$28.2K	0.03%	73

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

Straight Path Wealth Management's LYG Position: Q2 2023 in Review

Straight Path Wealth Management sold out of Lloyds Banking Group (LYG) in Q2 2023, closing a stake of 13,013 shares — an estimated $30.2K sold.

Straight Path Wealth Management first reported a position in LYG in Q2 2022 and held it in 4 quarters. The position peaked at $30.2K in Q1 2023. 341 funds tracked by Wall St. Rank hold LYG as of Q2 2023.

Straight Path Wealth Management reported no remaining Lloyds Banking Group position as of Q2 2023 after selling out during the quarter.
Straight Path Wealth Management sold 13,013 Lloyds Banking Group shares in Q2 2023, an estimated $30.2K.
Straight Path Wealth Management first reported a position in Lloyds Banking Group in Q2 2022 and held it in 4 quarters.
Straight Path Wealth Management's Lloyds Banking Group position peaked at $30.2K in Q1 2023.
341 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2023.

Based on Straight Path Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.