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 $6.48B 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

Calamos Wealth Management's LYG Position: Q4 2024 in Review

Calamos Wealth Management sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 668,738 shares — an estimated $2.09M sold.

Calamos Wealth Management first reported a position in LYG in Q1 2021 and held it in 7 quarters. The position peaked at $2.09M in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

Calamos Wealth Management reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
Calamos Wealth Management sold 668,738 Lloyds Banking Group shares in Q4 2024, an estimated $2.09M.
Calamos Wealth Management first reported a position in Lloyds Banking Group in Q1 2021 and held it in 7 quarters.
Calamos Wealth Management's Lloyds Banking Group position peaked at $2.09M in Q3 2024.
456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

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