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Lloyds TSB shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $138k 58k 2.39
2023-09-30 $120k 57k 2.13
2023-06-30 $119k 54k 2.20
2023-03-31 $114k 49k 2.32

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Top funds holding Lloyds TSB

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

View all funds holding Lloyds TSB