Capstone Investment Advisors
LYG icon

Capstone Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Capstone Investment 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
Q3 		– Sell
-83,507
Closed -$228K – 2087
2024
Q2 		$228K Buy
83,507
+55,323
+196% +$148K ﹤0.01% 1716
2024
Q1 		$73K Sell
28,184
-24,809
-47% -$56.9K ﹤0.01% 2180
2023
Q4 		$127K Buy
+52,993
New +$113K ﹤0.01% 1903

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

Capstone Investment Advisors's LYG Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 83,507 shares — an estimated $228K sold.

Capstone Investment Advisors first reported a position in LYG in Q4 2023 and held it in 3 quarters. The position peaked at $228K in Q2 2024. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 83,507 Lloyds Banking Group shares in Q3 2024, an estimated $228K.
  • Capstone Investment Advisors first reported a position in Lloyds Banking Group in Q4 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Lloyds Banking Group position peaked at $228K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.