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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
2024-03-31 $31k 12k 2.59
2023-12-31 $29k 12k 2.39

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Market (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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Cherrydale Wealth Management

Top funds holding Lloyds TSB

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
Franklin Resources

View all funds holding Lloyds TSB