USCA RIA’s Lloyds Banking Group LYG Stock Holding History

USCA RIA’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	$102K	Hold	40,000	–	–	0.01%	561
2021 Q1	$93K	Hold	40,000	–	–	0.01%	518
2020 Q4	$78K	Hold	40,000	–	–	0.01%	475
2020 Q3	$52K	Sell	40,000 -2,000	-5%	-$2.8K	﹤0.01%	455
2020 Q2	$63K	Buy	42,000 +15,000	+56%	+$22.5K	0.01%	438
2020 Q1	$41K	Buy	+27,000	New	+$69.6K	﹤0.01%	399

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

USCA RIA's LYG Position: Q2 2021 in Review

USCA RIA held its Lloyds Banking Group (LYG) position steady in Q2 2021 at 40,000 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #561.

USCA RIA first reported a position in LYG in Q1 2020 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold LYG as of Q2 2021.

USCA RIA held 40,000 shares of Lloyds Banking Group worth $102K as of Q2 2021.
USCA RIA left its Lloyds Banking Group share count unchanged in Q2 2021.
Lloyds Banking Group made up 0.01% of USCA RIA's portfolio in Q2 2021, its #561 holding.
USCA RIA first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.