Calamos Advisors
LYG icon

Calamos Advisors’s Lloyds Banking Group LYG Stock Holding History

Calamos 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
-15,242
Closed -$47.6K – 936
2024
Q3 		$47.6K Buy
+15,242
New +$45.7K ﹤0.01% 824
2022
Q2 		– Sell
-14,073
Closed -$34K – 1187
2022
Q1 		$34K Sell
14,073
-12,209
-46% -$32.5K ﹤0.01% 1147
2021
Q4 		$67K Sell
26,282
-5,949
-18% -$15.2K ﹤0.01% 1109
2021
Q3 		$79K Sell
32,231
-821
-2% -$2.01K ﹤0.01% 977
2021
Q2 		$84K Buy
+33,052
New +$84.9K ﹤0.01% 948

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

Calamos Advisors's LYG Position: Q4 2024 in Review

Calamos Advisors sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 15,242 shares — an estimated $47.6K sold.

Calamos Advisors first reported a position in LYG in Q2 2021 and held it in 5 quarters. The position peaked at $84K in Q2 2021. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • Calamos Advisors reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • Calamos Advisors sold 15,242 Lloyds Banking Group shares in Q4 2024, an estimated $47.6K.
  • Calamos Advisors first reported a position in Lloyds Banking Group in Q2 2021 and held it in 5 quarters.
  • Calamos Advisors's Lloyds Banking Group position peaked at $84K in Q2 2021.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on Calamos Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.