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Lloyds TSB shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Lloyds TSB

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All positions including Lloyds TSB held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 124k 3.12
2024-06-30 $343k 126k 2.73
2024-03-31 $328k 127k 2.59
2023-12-31 $331k 138k 2.39
2023-03-31 $34k 15k 2.32
2022-12-31 $24k 11k 2.20
2022-09-30 $47k 26k 1.79
2022-06-30 $44k 22k 2.05
2022-03-31 $45k 19k 2.42
2021-12-31 $47k 18k 2.57
2021-09-30 $43k 17k 2.48
2021-06-30 $55k 22k 2.56
2020-06-30 $75k 50k 1.50
2020-03-31 $79k 52k 1.51
2019-12-31 $572k 173k 3.31
2019-09-30 $132k 50k 2.65
2019-06-30 $489k 172k 2.84
2019-03-31 $544k 169k 3.21
2018-12-31 $463k 181k 2.56
2018-09-30 $481k 158k 3.04
2018-06-30 $429k 129k 3.33
2018-03-31 $504k 136k 3.72
2017-12-31 $427k 114k 3.75
2017-09-30 $409k 112k 3.66
2017-06-30 $354k 100k 3.53
2017-03-31 $304k 89k 3.41
2016-12-31 $247k 80k 3.10
2016-09-30 $227k 79k 2.86
2016-06-30 $124k 41k 3.00
2016-03-31 $190k 48k 3.95
2015-12-31 $121k 28k 4.36
2015-09-30 $101k 22k 4.58
2015-06-30 $106k 20k 5.45
2015-03-31 $55k 12k 4.80
2014-12-31 $60k 13k 4.62
2014-09-30 $70k 14k 5.03

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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