Adero Partners’s Lloyds Banking Group LYG Stock Holding History

Adero Partners’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$53K	Sell	13,883 -307	-2%	-$1.01K	﹤0.01%	256
2024 Q4	$38.6K	Buy	+14,190	New	+$40.5K	﹤0.01%	259
2023 Q4	–	Sell	-13,578	Closed	-$28.9K	–	195
2023 Q3	$28.9K	Buy	+13,578	New	+$29.4K	﹤0.01%	182
2022 Q3	–	Sell	-10,015	Closed	-$20K	–	159
2022 Q2	$20K	Buy	+10,015	New	+$22.1K	﹤0.01%	150
2021 Q4	–	Sell	-10,760	Closed	-$26K	–	161
2021 Q3	$26K	Buy	+10,760	New	+$26.4K	﹤0.01%	144

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's LYG Position: Q1 2025 in Review

Adero Partners reduced its Lloyds Banking Group (LYG) stake by 2.2% in Q1 2025, selling an estimated $1.01K and leaving 13,883 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Adero Partners first reported a position in LYG in Q3 2021 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Adero Partners held 13,883 shares of Lloyds Banking Group worth $53K as of Q1 2025.
Adero Partners sold 307 Lloyds Banking Group shares in Q1 2025, an estimated $1.01K.
Lloyds Banking Group made up ﹤0.01% of Adero Partners's portfolio in Q1 2025, its #256 holding.
Adero Partners first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 5 quarters since.
454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.