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
2022 Q2	–	Sell	-2,000	Closed	-$1K	–	5379
2022 Q1	$1K	Hold	2,000	–	–	﹤0.01%	5009
2021 Q4	$1K	Buy	+2,000	New	+$5.1K	﹤0.01%	5054
2021 Q3	–	Sell	-12,900	Closed	-$1K	–	6089
2021 Q2	$1K	Buy	12,900 +1,200	+10%	+$3.08K	﹤0.01%	5342
2021 Q1	$1K	Buy	11,700 +1,200	+11%	+$2.49K	﹤0.01%	5277
2020 Q4	$3K	Buy	+10,500	New	+$17.7K	﹤0.01%	3978
2017 Q3	–	Sell	-190,000	Closed	-$289K	–	6333
2017 Q2	$289K	Sell	190,000 -9,800	-5%	-$34.8K	0.01%	1019
2017 Q1	$351K	Sell	199,800 -69,900	-26%	-$236K	0.01%	827
2016 Q4	$402K	Buy	269,700 +165,700	+159%	+$485K	0.01%	820
2016 Q3	$41K	Buy	104,000 +64,300	+162%	+$191K	﹤0.01%	2653
2016 Q2	$34K	Buy	+39,700	New	+$155K	﹤0.01%	2763
2016 Q1	–	Sell	-76,500	Closed	-$47K	–	6867
2015 Q4	$47K	Buy	+76,500	New	+$347K	﹤0.01%	2529

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.