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Lloyds TSB shares owned by Cherrydale Wealth Management

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Cherrydale Wealth Management from 13F filings

Historical chart of Cherrydale Wealth Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Cherrydale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 12k 3.12
2024-06-30 $33k 12k 2.73
2024-03-31 $31k 12k 2.59
2023-12-31 $29k 12k 2.39

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Cherrydale Wealth Management

Top funds holding Lloyds TSB

Mondrian Investment Partners
ClearBridge Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Morgan Stanley
Dimensional Fund Advisors
Bank of America Corporation
Atlantic Trust
Northern Trust
Envestnet Asset Management
Morningstar Investment Services
BlackRock
BlackRock
Macquarie Group
Jpmorgan Chase & Co

View all funds holding Lloyds TSB