Boston Partners
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Boston Partners’s Lloyds Banking Group LYG Stock Holding History

Boston 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
2024
Q3 		– Sell
-10,248
Closed -$30.9K – 741
2024
Q2 		$30.9K Buy
+10,248
New +$27.5K ﹤0.01% 700
2019
Q4 		– Sell
-4,207
Closed -$11K – 731
2019
Q3 		$11K Sell
4,207
-31,103
-88% -$80.7K ﹤0.01% 694
2019
Q2 		$100K Sell
35,310
-825
-2% -$2.55K ﹤0.01% 658
2019
Q1 		$116K Sell
36,135
-46,221,349
-100% -$141M ﹤0.01% 677
2018
Q4 		$118M Sell
46,257,484
-2,130,636
-4% -$6.06M 0.17% 158
2018
Q3 		$147M Sell
48,388,120
-1,398,319
-3% -$4.48M 0.17% 152
2018
Q2 		$166M Buy
49,786,439
+167,930
+0.3% +$597K 0.2% 141
2018
Q1 		$185M Buy
49,618,509
+172,228
+0.3% +$667K 0.22% 132
2017
Q4 		$185M Sell
49,446,281
-1,580,516
-3% -$5.7M 0.22% 137
2017
Q3 		$187M Sell
51,026,797
-357,999
-0.7% -$1.25M 0.23% 133
2017
Q2 		$181M Sell
51,384,796
-3,131,802
-6% -$11.1M 0.23% 132
2017
Q1 		$185M Buy
+54,516,598
New +$184M 0.24% 135

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners's LYG Position: Q3 2024 in Review

Boston Partners sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 10,248 shares — an estimated $30.9K sold.

Boston Partners first reported a position in LYG in Q1 2017 and held it in 12 quarters. The position peaked at $187M in Q3 2017. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Boston Partners reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • Boston Partners sold 10,248 Lloyds Banking Group shares in Q3 2024, an estimated $30.9K.
  • Boston Partners first reported a position in Lloyds Banking Group in Q1 2017 and held it in 12 quarters.
  • Boston Partners's Lloyds Banking Group position peaked at $187M in Q3 2017.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Boston Partners's 13F filing for Q3 2024, filed 12 Nov 2024.