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Decatur Capital Management’s Lloyds Banking Group LYG Stock Holding History

Decatur Capital 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
Q3 		– Sell
-43,098
Closed -$183K – 38
2025
Q2 		$183K Hold
43,098
– – 0.08% 39
2025
Q1 		$165K Sell
43,098
-106
-0.2% -$351 0.09% 37
2024
Q4 		$118K Sell
43,204
-623
-1% -$1.78K 0.05% 44
2024
Q3 		$137K Buy
43,827
+595
+1% +$1.78K 0.06% 48
2024
Q2 		$118K Buy
+43,232
New +$116K 0.06% 46

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Decatur Capital Management's LYG Position: Q3 2025 in Review

Decatur Capital Management sold out of Lloyds Banking Group (LYG) in Q3 2025, closing a stake of 43,098 shares — an estimated $183K sold.

Decatur Capital Management first reported a position in LYG in Q2 2024 and held it in 5 quarters. The position peaked at $183K in Q2 2025. 480 funds tracked by Wall St. Rank hold LYG as of Q3 2025.

  • Decatur Capital Management reported no remaining Lloyds Banking Group position as of Q3 2025 after selling out during the quarter.
  • Decatur Capital Management sold 43,098 Lloyds Banking Group shares in Q3 2025, an estimated $183K.
  • Decatur Capital Management first reported a position in Lloyds Banking Group in Q2 2024 and held it in 5 quarters.
  • Decatur Capital Management's Lloyds Banking Group position peaked at $183K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2025.

Based on Decatur Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.