F.L. Putnam Investment Management’s Lloyds Banking Group LYG Stock Holding History

F.L. Putnam 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
2024 Q1	–	Sell	-12,988	Closed	-$31K	–	499
2023 Q4	$31K	Sell	12,988 -5,032	-28%	-$10.8K	﹤0.01%	479
2023 Q3	$38.4K	Buy	+18,020	New	+$39.1K	﹤0.01%	464
2023 Q2	–	Sell	-15,870	Closed	-$36.8K	–	470
2023 Q1	$36.8K	Buy	+15,870	New	+$38.4K	﹤0.01%	418

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $860B AUM 41.15% 1-Year Est. Return

F.L. Putnam Investment Management's LYG Position: Q1 2024 in Review

F.L. Putnam Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2024, closing a stake of 12,988 shares — an estimated $31K sold.

F.L. Putnam Investment Management first reported a position in LYG in Q1 2023 and held it in 3 quarters. The position peaked at $38.4K in Q3 2023. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

F.L. Putnam Investment Management reported no remaining Lloyds Banking Group position as of Q1 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 12,988 Lloyds Banking Group shares in Q1 2024, an estimated $31K.
F.L. Putnam Investment Management first reported a position in Lloyds Banking Group in Q1 2023 and held it in 3 quarters.
F.L. Putnam Investment Management's Lloyds Banking Group position peaked at $38.4K in Q3 2023.
390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2024, filed 3 May 2024.