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Cetera Advisors’s Lloyds Banking Group LYG Stock Holding History

Cetera 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
Q1 		$706K Buy
272,764
+33,473
+14% +$76.8K 0.01% 1376
2023
Q4 		$572K Buy
239,291
+6,205
+3% +$13.3K 0.01% 1047
2023
Q3 		$496K Buy
233,086
+2,206
+1% +$4.79K 0.01% 1077
2023
Q2 		$508K Hold
230,880
– – 0.01% 1050
2023
Q1 		$536K Buy
230,880
+2,117
+0.9% +$5.12K 0.01% 981
2022
Q4 		$503K Buy
228,763
+2,253
+1% +$4.63K 0.01% 971
2022
Q3 		$405K Hold
226,510
– – 0.01% 875
2022
Q2 		$462K Sell
226,510
-191,143
-46% -$422K 0.01% 881
2022
Q1 		$1.01M Buy
417,653
+191,143
+84% +$508K 0.02% 603
2021
Q4 		$578K Sell
226,510
-199,997
-47% -$510K 0.01% 832
2021
Q3 		$1.04M Sell
426,507
-5,300
-1% -$13K 0.02% 600
2021
Q2 		$1.1M Buy
431,807
+27,247
+7% +$70K 0.03% 515
2021
Q1 		$939K Sell
404,560
-10,944
-3% -$22.7K 0.03% 507
2020
Q4 		$814K Sell
415,504
-126,150
-23% -$213K 0.03% 477
2020
Q3 		$704K Sell
541,654
-7,156
-1% -$10K 0.03% 452
2020
Q2 		$823K Hold
548,810
– – 0.04% 407
2020
Q1 		$829K Buy
548,810
+3,006
+0.6% +$7.75K 0.04% 353
2019
Q4 		$1.8M Sell
545,804
-1,082
-0.2% -$3.27K 0.08% 251
2019
Q3 		$1.44M Buy
546,886
+38,000
+7% +$98.5K 0.06% 281
2019
Q2 		$1.45M Sell
508,886
-457
-0.1% -$1.41K 0.06% 290
2019
Q1 		$1.63M Hold
509,343
– – 0.08% 240
2018
Q4 		$1.3M Buy
509,343
+4,874
+1% +$13.9K 0.08% 262
2018
Q3 		$1.53M Buy
504,469
+32,237
+7% +$103K 0.08% 257
2018
Q2 		$1.57M Sell
472,232
-53,580
-10% -$190K 0.09% 226
2018
Q1 		$1.96M Buy
525,812
+1,384
+0.3% +$5.36K 0.12% 188
2017
Q4 		$1.97M Hold
524,428
– – 0.12% 175
2017
Q3 		$1.92M Buy
524,428
+7,000
+1% +$24.4K 0.12% 191
2017
Q2 		$1.83M Buy
517,428
+16,100
+3% +$57.2K 0.11% 198
2017
Q1 		$1.7M Buy
+501,328
New +$1.69M 0.11% 197
2014
Q4 		– Sell
-16,914
Closed -$85K – 683
2014
Q3 		$85K Buy
+16,914
New +$85.1K 0.01% 598

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Advisors's LYG Position: Q1 2024 in Review

Cetera Advisors increased its Lloyds Banking Group (LYG) stake by 14% in Q1 2024, buying an estimated $76.8K and bringing the position to 272,764 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #1376.

Cetera Advisors first reported a position in LYG in Q3 2014 and has held it in 30 quarters since. The position peaked at $1.97M in Q4 2017. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

  • Cetera Advisors held 272,764 shares of Lloyds Banking Group worth $706K as of Q1 2024.
  • Cetera Advisors bought 33,473 Lloyds Banking Group shares in Q1 2024, an estimated $76.8K.
  • Lloyds Banking Group made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1376 holding.
  • Cetera Advisors first reported a position in Lloyds Banking Group in Q3 2014 and has held it in 30 quarters since.
  • Cetera Advisors's Lloyds Banking Group position peaked at $1.97M in Q4 2017.
  • 390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.