TCWP’s Lloyds Banking Group LYG Stock Holding History

TCWP’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
2024 Q3	–	Sell	-11,712	Closed	-$32K	–	37
2024 Q2	$32K	Buy	+11,712	New	+$31.4K	0.08%	59
2022 Q2	–	Sell	-5,151	Closed	-$12K	–	1118
2022 Q1	$12K	Buy	+5,151	New	+$13.7K	﹤0.01%	837

Other funds holding LYG

MIP

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

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

ClearBridge Investments New York $121B AUM 27.52% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

TCWP's LYG Position: Q3 2024 in Review

TCWP sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 11,712 shares — an estimated $32K sold.

TCWP first reported a position in LYG in Q1 2022 and held it in 2 quarters. The position peaked at $32K in Q2 2024. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

TCWP reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
TCWP sold 11,712 Lloyds Banking Group shares in Q3 2024, an estimated $32K.
TCWP first reported a position in Lloyds Banking Group in Q1 2022 and held it in 2 quarters.
TCWP's Lloyds Banking Group position peaked at $32K in Q2 2024.
430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.