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First Trust Direct Indexing’s Lloyds Banking Group LYG Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-269,710
Closed -$841K – 535
2024
Q3 		$841K Sell
269,710
-10,294
-4% -$30.9K 0.05% 406
2024
Q2 		$764K Buy
280,004
+23,091
+9% +$61.9K 0.05% 380
2024
Q1 		$665K Sell
256,913
-52,866
-17% -$121K 0.05% 390
2023
Q4 		$740K Buy
309,779
+12,334
+4% +$26.4K 0.07% 338
2023
Q3 		$634K Sell
297,445
-90,435
-23% -$196K 0.07% 323
2023
Q2 		$853K Sell
387,880
-810
-0.2% -$1.86K 0.1% 254
2023
Q1 		$902K Buy
388,690
+33,229
+9% +$80.4K 0.11% 242
2022
Q4 		$782K Sell
355,461
-14,984
-4% -$30.8K 0.1% 263
2022
Q3 		$663K Buy
370,445
+20,010
+6% +$41.5K 0.1% 279
2022
Q2 		$715K Sell
350,435
-40,547
-10% -$89.5K 0.1% 268
2022
Q1 		$942K Buy
390,982
+81,042
+26% +$216K 0.11% 227
2021
Q4 		$790K Buy
309,940
+25,010
+9% +$63.8K 0.1% 250
2021
Q3 		$698K Buy
284,930
+104,006
+57% +$255K 0.1% 259
2021
Q2 		$461K Buy
180,924
+49,432
+38% +$127K 0.07% 342
2021
Q1 		$305K Buy
131,492
+1,254
+1% +$2.6K 0.08% 306
2020
Q4 		$255K Buy
+130,238
New +$219K 0.07% 314

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

First Trust Direct Indexing's LYG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 269,710 shares — an estimated $841K sold.

First Trust Direct Indexing first reported a position in LYG in Q4 2020 and held it in 16 quarters. The position peaked at $942K in Q1 2022. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 269,710 Lloyds Banking Group shares in Q4 2024, an estimated $841K.
  • First Trust Direct Indexing first reported a position in Lloyds Banking Group in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Lloyds Banking Group position peaked at $942K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.