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Werba Rubin Papier Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Werba Rubin Papier 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
Q3 		– Sell
-31,520
Closed -$69.3K – 128
2023
Q2 		$69.3K Buy
31,520
+618
+2% +$1.42K 0.02% 121
2023
Q1 		$71.7K Hold
30,902
– – 0.03% 110
2022
Q4 		$68K Buy
+30,902
New +$63.6K 0.03% 101

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Private Wealth Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Werba Rubin Papier Wealth Management's LYG Position: Q3 2023 in Review

Werba Rubin Papier Wealth Management sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 31,520 shares — an estimated $69.3K sold.

Werba Rubin Papier Wealth Management first reported a position in LYG in Q4 2022 and held it in 3 quarters. The position peaked at $71.7K in Q1 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

  • Werba Rubin Papier Wealth Management reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 31,520 Lloyds Banking Group shares in Q3 2023, an estimated $69.3K.
  • Werba Rubin Papier Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and held it in 3 quarters.
  • Werba Rubin Papier Wealth Management's Lloyds Banking Group position peaked at $71.7K in Q1 2023.
  • 350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.