Cutler Group’s Lloyds Banking Group LYG Stock Holding History

Cutler Group’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
2021 Q3	–	Sell	-35,900	Closed	-$15K	–	6088
2021 Q2	$15K	Buy	35,900 +9,200	+34%	+$23.6K	﹤0.01%	3561
2021 Q1	$8K	Buy	26,700 +14,000	+110%	+$29.1K	﹤0.01%	4001
2020 Q4	$3K	Buy	+12,700	New	+$21.4K	﹤0.01%	3977
2018 Q4	–	Sell	-18,000	Closed	-$4K	–	4319
2018 Q3	$4K	Sell	18,000 -1,200	-6%	-$3.85K	﹤0.01%	3187
2018 Q2	$8K	Buy	19,200 +1,200	+7%	+$4.26K	﹤0.01%	2819
2018 Q1	$13K	Sell	18,000 -7,600	-30%	-$29.4K	﹤0.01%	2587
2017 Q4	$17K	Buy	25,600 +6,700	+35%	+$24.2K	﹤0.01%	2706
2017 Q3	$15K	Buy	18,900 +10,800	+133%	+$37.6K	﹤0.01%	3420
2017 Q2	$4K	Sell	8,100 -2,800	-26%	-$9.95K	﹤0.01%	5031
2017 Q1	$3K	Sell	10,900 -102,100	-90%	-$344K	﹤0.01%	5155
2016 Q4	$14K	Buy	113,000 +59,100	+110%	+$173K	﹤0.01%	3840
2016 Q3	$10K	Buy	53,900 +9,600	+22%	+$28.5K	﹤0.01%	4214
2016 Q2	$13K	Buy	+44,300	New	+$173K	﹤0.01%	3847

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Cutler Group's LYG Position: Q1 2024 in Review

Cutler Group increased its Lloyds Banking Group (LYG) stake by 1,010% in Q1 2024, buying an estimated $4.87K and bringing the position to 2,332 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Cutler Group first reported a position in LYG in Q4 2015 and has held it in 22 quarters since. The position peaked at $752K in Q1 2017. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

Cutler Group held 2,332 shares of Lloyds Banking Group worth $6K as of Q1 2024.
Cutler Group bought 2,122 Lloyds Banking Group shares in Q1 2024, an estimated $4.87K.
Lloyds Banking Group made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1507 holding.
Cutler Group first reported a position in Lloyds Banking Group in Q4 2015 and has held it in 22 quarters since.
Cutler Group's Lloyds Banking Group position peaked at $752K in Q1 2017.
390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.