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Lloyds TSB shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Bruce G. Allen Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $159k 61k 2.59
2023-12-31 $137k 57k 2.39

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Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

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