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Lloyds TSB shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 27k 2.59

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Fidelity Covington Trust Msci Hlth Care I (FHLC)
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Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

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