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
2019 Q4	–	Sell	-1,589,900	Closed	-$4.2M	–	800
2019 Q3	$4.2M	Buy	+1,589,900	New	+$4.12M	0.02%	543

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

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

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

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.