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AlphaMark Advisors’s Lloyds Banking Group LYG Stock Holding History

AlphaMark Advisors’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
2024
Q4 		$81K Buy
29,862
+1,885
+7% +$5.38K 0.04% 199
2024
Q3 		$87K Buy
27,977
+65
+0.2% +$195 0.03% 291
2024
Q2 		$76K Buy
27,912
+5,045
+22% +$13.5K 0.03% 305
2024
Q1 		$59K Buy
22,867
+11,315
+98% +$26K 0.02% 322
2023
Q4 		$28K Buy
11,552
+1,980
+21% +$4.24K 0.01% 411
2023
Q3 		$20K Buy
+9,572
New +$20.8K 0.01% 429

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

AlphaMark Advisors's LYG Position: Q4 2024 in Review

AlphaMark Advisors increased its Lloyds Banking Group (LYG) stake by 6.7% in Q4 2024, buying an estimated $5.38K and bringing the position to 29,862 shares worth $81K. The position accounts for 0.04% of the portfolio, ranked #199.

AlphaMark Advisors first reported a position in LYG in Q3 2023 and has held it in 6 quarters since. The position peaked at $87K in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • AlphaMark Advisors held 29,862 shares of Lloyds Banking Group worth $81K as of Q4 2024.
  • AlphaMark Advisors bought 1,885 Lloyds Banking Group shares in Q4 2024, an estimated $5.38K.
  • Lloyds Banking Group made up 0.04% of AlphaMark Advisors's portfolio in Q4 2024, its #199 holding.
  • AlphaMark Advisors first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 6 quarters since.
  • AlphaMark Advisors's Lloyds Banking Group position peaked at $87K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.