Coppell Advisory Solutions’s Lloyds Banking Group LYG Stock Holding History

Coppell Advisory Solutions’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	-7,953	Closed	-$21.6K	–	1209
2024 Q4	$21.6K	Sell	7,953 -253	-3%	-$723	﹤0.01%	852
2024 Q3	$25.8K	Sell	8,206 -1,081	-12%	-$3.24K	﹤0.01%	764
2024 Q2	$25.4K	Buy	+9,287	New	+$24.9K	﹤0.01%	693
2023 Q4	$43.6K	Buy	+18,233	New	+$39K	0.01%	524
2023 Q3	–	Sell	-200	Closed	-$432	–	1406
2023 Q2	$432	Buy	+200	New	+$459	﹤0.01%	1242

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

Coppell Advisory Solutions's LYG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 7,953 shares — an estimated $21.6K sold.

Coppell Advisory Solutions first reported a position in LYG in Q2 2023 and held it in 5 quarters. The position peaked at $43.6K in Q4 2023. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Coppell Advisory Solutions reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 7,953 Lloyds Banking Group shares in Q1 2025, an estimated $21.6K.
Coppell Advisory Solutions first reported a position in Lloyds Banking Group in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Lloyds Banking Group position peaked at $43.6K in Q4 2023.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.