Breakwater Capital Group »

Lloyds TSB shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lloyds TSB by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 15k 2.59
2023-12-31 $41k 19k 2.19
2023-09-30 $40k 21k 1.93
2023-06-30 $56k 26k 2.20
2023-03-31 $59k 26k 2.32
2022-12-31 $52k 24k 2.20

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Atlantic Trust
Bank of America Corporation
BlackRock
Millennium Management
Janney Capital Management
Jpmorgan Chase & Co
First Eagle Investment Management
Wells Fargo & Company
Neuberger Berman Group
Bard Financial Services
UBS Group

View all funds holding Lloyds TSB