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CAM
Cidel Asset Management’s
Lloyds Banking Group
LYG
Stock Holding History
Cidel Asset 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
2025
Q1
–
Sell
-11,202
Closed
-$30.5K
–
353
2024
Q4
$30.5K
Sell
11,202
-10,399
-48%
-$29.7K
﹤0.01%
340
2024
Q3
$67.4K
Hold
21,601
–
–
﹤0.01%
346
2024
Q2
$59K
Hold
21,601
–
–
﹤0.01%
317
2024
Q1
$55.9K
Sell
21,601
-7,405
-26%
-$17K
﹤0.01%
328
2023
Q4
$69.3K
Sell
29,006
-39,527
-58%
-$84.7K
﹤0.01%
312
2023
Q3
$146K
Hold
68,533
–
–
0.01%
140
2023
Q2
$151K
Sell
68,533
-2,496
-4%
-$5.72K
0.01%
145
2023
Q1
$165K
Hold
71,029
–
–
0.01%
145
2022
Q4
$156K
Hold
71,029
–
–
0.01%
149
2022
Q3
$127K
Hold
71,029
–
–
0.01%
134
2022
Q2
$145K
Buy
71,029
+2,496
+4%
+$5.51K
0.01%
140
2022
Q1
$165K
Buy
68,533
+11,497
+20%
+$30.6K
0.01%
146
2021
Q4
$145K
Buy
+57,036
New
+$145K
0.01%
150
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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