Cowen Investment Management’s Lloyds Banking Group LYG Stock Holding History

Cowen Investment 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	-4,421,183	Closed	-$12M	–	1
2024 Q4	$12M	Hold	4,421,183	–	–	100%	1
2024 Q3	$13.8M	Hold	4,421,183	–	–	61.46%	1
2024 Q2	$12.1M	Hold	4,421,183	–	–	18.2%	2
2024 Q1	$11.5M	Hold	4,421,183	–	–	14.09%	2
2023 Q4	$10.6M	Hold	4,421,183	–	–	12.92%	3
2023 Q3	$9.42M	Hold	4,421,183	–	–	11.95%	3
2023 Q2	$9.73M	Hold	4,421,183	–	–	5.81%	4
2023 Q1	$10.3M	Hold	4,421,183	–	–	2.68%	7
2022 Q4	$9.73M	Hold	4,421,183	–	–	1.98%	9
2022 Q3	$7.91M	Sell	4,421,183 -20,000	-0.5%	-$41.5K	1.71%	5
2022 Q2	$9.06M	Hold	4,441,183	–	–	1.93%	5
2022 Q1	$10.7M	Sell	4,441,183 -169,200	-4%	-$450K	2.29%	3
2021 Q4	$11.8M	Sell	4,610,383 -349,700	-7%	-$892K	2.53%	3
2021 Q3	$12.2K	Hold	4,960,083	–	–	0.02%	4
2021 Q2	$12.6M	Hold	4,960,083	–	–	3.28%	4
2021 Q1	$11.5M	Sell	4,960,083 -20,000	-0.4%	-$41.5K	4.45%	3
2020 Q4	$9.76M	Hold	4,980,083	–	–	4.51%	2
2020 Q3	$6.47M	Hold	4,980,083	–	–	2.72%	5
2020 Q2	$7.47M	Hold	4,980,083	–	–	4.76%	3
2020 Q1	$7.52M	Sell	4,980,083 -1,845,423	-27%	-$4.76M	4.31%	4
2019 Q4	$22.6M	Sell	6,825,506 -1,095,505	-14%	-$3.31M	7.3%	3
2019 Q3	$20.9M	Buy	+7,921,011	New	+$20.5M	6.13%	2

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 $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cowen Investment Management's LYG Position: Q1 2025 in Review

Cowen Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 4,421,183 shares — an estimated $12M sold.

Cowen Investment Management first reported a position in LYG in Q3 2019 and held it in 22 quarters. The position peaked at $22.6M in Q4 2019. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Cowen Investment Management reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Cowen Investment Management sold 4,421,183 Lloyds Banking Group shares in Q1 2025, an estimated $12M.
Cowen Investment Management first reported a position in Lloyds Banking Group in Q3 2019 and held it in 22 quarters.
Cowen Investment Management's Lloyds Banking Group position peaked at $22.6M in Q4 2019.
454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Cowen Investment Management's 13F filing for Q1 2025.