Atlas Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Atlas Capital 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	–	Sell	-201	Closed	-$627	–	958
2024 Q3	$627	Sell	201 -202	-50%	-$606	﹤0.01%	869
2024 Q2	$1.1K	Buy	+403	New	+$1.08K	﹤0.01%	847
2022 Q4	–	Sell	-2,097	Closed	-$3.75K	–	930
2022 Q3	$3.75K	Buy	+2,097	New	+$4.35K	﹤0.01%	797
2022 Q2	–	Sell	-2,000	Closed	-$4.82K	–	1005
2022 Q1	$4.82K	Hold	2,000	–	–	﹤0.01%	797
2021 Q4	$5.1K	Hold	2,000	–	–	﹤0.01%	794
2021 Q3	$4.9K	Buy	+2,000	New	+$4.9K	﹤0.01%	814

Other funds holding LYG

MIP

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Atlas Capital Advisors's LYG Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 201 shares — an estimated $627 sold.

Atlas Capital Advisors first reported a position in LYG in Q3 2021 and held it in 6 quarters. The position peaked at $5.1K in Q4 2021. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

Atlas Capital Advisors reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
Atlas Capital Advisors sold 201 Lloyds Banking Group shares in Q4 2024, an estimated $627.
Atlas Capital Advisors first reported a position in Lloyds Banking Group in Q3 2021 and held it in 6 quarters.
Atlas Capital Advisors's Lloyds Banking Group position peaked at $5.1K in Q4 2021.
456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on Atlas Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.