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Lloyds TSB shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lloyds TSB by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 5.7M 2.59
2023-09-30 $9.1M 4.3M 2.13
2023-06-30 $9.0M 4.1M 2.20
2023-03-31 $7.8M 3.3M 2.32
2022-12-31 $8.2M 3.7M 2.20
2022-09-30 $6.7M 3.8M 1.79
2022-06-30 $5.2M 2.6M 2.04
2022-03-31 $5.6M 2.3M 2.41
2021-12-31 $3.5M 1.4M 2.55
2021-09-30 $1.8M 748k 2.45
2021-06-30 $1.7M 666k 2.55
2021-03-31 $977k 421k 2.32
2020-12-31 $765k 390k 1.96
2020-09-30 $443k 341k 1.30
2020-06-30 $658k 439k 1.50
2020-03-31 $3.3M 2.2M 1.51
2019-12-31 $13M 4.0M 3.31
2019-09-30 $9.9M 3.7M 2.64
2019-06-30 $12M 4.1M 2.84
2019-03-31 $12M 3.8M 3.21
2018-12-31 $9.2M 3.6M 2.56
2018-09-30 $150k 49k 3.04
2018-06-30 $3.0M 901k 3.33
2018-03-31 $3.4M 916k 3.71
2017-12-31 $6.3M 1.7M 3.75
2017-09-30 $1.4M 377k 3.66
2017-06-30 $1.6M 440k 3.52
2017-03-31 $1.4M 411k 3.40
2016-12-31 $464k 150k 3.10
2016-09-30 $381k 133k 2.87
2016-06-30 $1.9M 654k 2.97
2016-03-31 $2.8M 702k 3.95
2015-12-31 $3.2M 739k 4.36
2015-09-30 $2.8M 614k 4.60
2015-06-30 $2.9M 536k 5.43
2015-03-31 $2.2M 462k 4.67
2014-12-31 $50k 11k 4.60
2014-09-30 $51k 10k 5.05
2014-06-30 $44k 8.6k 5.14
2014-03-31 $62k 12k 5.08
2013-12-31 $53k 10k 5.30
2013-09-30 $43k 9.0k 4.79
2013-06-30 $26k 6.7k 3.90

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Morgan Stanley
FMR
Atlantic Trust
Northern Trust
Bank of America Corporation
BlackRock
Millennium Management
Envestnet Asset Management
Janney Capital Management
Crossmark Global Holdings
Jpmorgan Chase & Co

View all funds holding Lloyds TSB