Ownership history in BRIGHTON JONES LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in Lloyds TSB Group Plc ADR (LYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BRIGHTON JONES LLC outperformed the S&P 500 by +27.0% annually on this LYG position. Timing score: 62% (10/16 decisions correct). Average cost basis: $3.55. Maximum drawdown during holding period: β42.6%.
π₯ Exceptional β beat the S&P 500 by 27.0% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $2.08 (2021 Q4) Β· Worst: $4.54 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 5 trims. Bought during 1 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size