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Capital Advisors Inc’s Lloyds Banking Group LYG Stock Holding History

Capital Advisors Inc’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
-13,123
Closed -$35.8K – 308
2024
Q2 		$35.8K Buy
+13,123
New +$35.2K ﹤0.01% 306

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

Capital Advisors Inc's LYG Position: Q3 2024 in Review

Capital Advisors Inc sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 13,123 shares — an estimated $35.8K sold.

Capital Advisors Inc first reported a position in LYG in Q2 2024 and held it in 1 quarter. The position peaked at $35.8K in Q2 2024. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Capital Advisors Inc reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 13,123 Lloyds Banking Group shares in Q3 2024, an estimated $35.8K.
  • Capital Advisors Inc first reported a position in Lloyds Banking Group in Q2 2024 and held it in 1 quarter.
  • Capital Advisors Inc's Lloyds Banking Group position peaked at $35.8K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Capital Advisors Inc's 13F filing for Q3 2024, filed 28 Oct 2024.