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

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cidel Asset Management's LYG Position: Q1 2025 in Review

Cidel Asset Management sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 11,202 shares — an estimated $30.5K sold.

Cidel Asset Management first reported a position in LYG in Q4 2021 and held it in 13 quarters. The position peaked at $165K in Q1 2022. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Cidel Asset Management reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Cidel Asset Management sold 11,202 Lloyds Banking Group shares in Q1 2025, an estimated $30.5K.
Cidel Asset Management first reported a position in Lloyds Banking Group in Q4 2021 and held it in 13 quarters.
Cidel Asset Management's Lloyds Banking Group position peaked at $165K in Q1 2022.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Cidel Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.