Winning Points Advisors’s Lloyds Banking Group LYG Stock Holding History

Winning Points 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
2022 Q1	–	Sell	-58,000	Closed	-$165K	–	73
2021 Q4	$165K	Buy	+58,000	New	+$148K	0.12%	68
2020 Q2	–	Sell	-58,000	Closed	-$88K	–	62
2020 Q1	$88K	Hold	58,000	–	–	0.09%	61
2019 Q4	$192K	Hold	58,000	–	–	0.12%	73
2019 Q3	$154K	Hold	58,000	–	–	0.11%	69
2019 Q2	$165K	Hold	58,000	–	–	0.12%	68
2019 Q1	$186K	Hold	58,000	–	–	0.14%	68
2018 Q4	$148K	Hold	58,000	–	–	0.13%	66
2018 Q3	$177K	Hold	58,000	–	–	0.13%	71
2018 Q2	$193K	Hold	58,000	–	–	0.15%	67
2018 Q1	$214K	Hold	58,000	–	–	0.17%	67
2017 Q4	$218K	Buy	58,000 +28,000	+93%	+$101K	0.18%	69
2017 Q3	$110K	Hold	30,000	–	–	0.09%	68
2017 Q2	$106K	Hold	30,000	–	–	0.1%	67
2017 Q1	$102K	Buy	+30,000	New	+$101K	0.1%	64

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Winning Points Advisors's LYG Position: Q1 2022 in Review

Winning Points Advisors sold out of Lloyds Banking Group (LYG) in Q1 2022, closing a stake of 58,000 shares — an estimated $165K sold.

Winning Points Advisors first reported a position in LYG in Q1 2017 and held it in 14 quarters. The position peaked at $218K in Q4 2017. 297 funds tracked by Wall St. Rank hold LYG as of Q1 2022.

Winning Points Advisors reported no remaining Lloyds Banking Group position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 58,000 Lloyds Banking Group shares in Q1 2022, an estimated $165K.
Winning Points Advisors first reported a position in Lloyds Banking Group in Q1 2017 and held it in 14 quarters.
Winning Points Advisors's Lloyds Banking Group position peaked at $218K in Q4 2017.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.