CWM
LYG icon

Calamos Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Calamos Wealth Management’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
-668,738
Closed -$2.09M – 339
2024
Q3 		$2.09M Buy
+668,738
New +$2.01M 0.11% 101
2022
Q3 		– Sell
-594,745
Closed -$1.21M – 332
2022
Q2 		$1.21M Sell
594,745
-19,599
-3% -$43.3K 0.11% 129
2022
Q1 		$1.48M Sell
614,344
-64,571
-10% -$172K 0.11% 130
2021
Q4 		$1.73M Sell
678,915
-117,252
-15% -$299K 0.13% 120
2021
Q3 		$1.95M Buy
796,167
+9,713
+1% +$23.8K 0.16% 107
2021
Q2 		$2M Buy
786,454
+771,952
+5,323% +$1.98M 0.16% 108
2021
Q1 		$34K Buy
+14,502
New +$30.1K ﹤0.01% 287

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return