FinTrust Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-566	Closed	-$1.55K	–	1415
2024 Q2	$1.55K	Buy	+566	New	+$1.52K	﹤0.01%	1218
2024 Q1	–	Sell	-540	Closed	-$1.29K	–	1298
2023 Q4	$1.29K	Hold	540	–	–	﹤0.01%	1118
2023 Q3	$1.15K	Buy	+540	New	+$1.17K	﹤0.01%	1092
2020 Q1	–	Sell	-965	Closed	-$3K	–	1140
2019 Q4	$3K	Sell	965 -1,389	-59%	-$4.2K	﹤0.01%	940
2019 Q3	$6K	Buy	2,354 +729	+45%	+$1.89K	﹤0.01%	844
2019 Q2	$5K	Sell	1,625 -2,690	-62%	-$8.32K	﹤0.01%	840
2019 Q1	$14K	Buy	4,315 +2,319	+116%	+$7.09K	0.01%	687
2018 Q4	$5K	Buy	+1,996	New	+$5.67K	﹤0.01%	932

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

FinTrust Capital Advisors's LYG Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 566 shares — an estimated $1.55K sold.

FinTrust Capital Advisors first reported a position in LYG in Q4 2018 and held it in 8 quarters. The position peaked at $14K in Q1 2019. 429 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

FinTrust Capital Advisors reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 566 Lloyds Banking Group shares in Q3 2024, an estimated $1.55K.
FinTrust Capital Advisors first reported a position in Lloyds Banking Group in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's Lloyds Banking Group position peaked at $14K in Q1 2019.
429 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.