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Glassman Wealth Services’s Lloyds Banking Group LYG Stock Holding History

Glassman Wealth Services’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
-13,287
Closed -$31.8K – 1110
2023
Q4 		$31.8K Buy
13,287
+2,538
+24% +$5.44K ﹤0.01% 572
2023
Q3 		$22.9K Buy
10,749
+1,314
+14% +$2.85K ﹤0.01% 632
2023
Q2 		$20.8K Buy
9,435
+643
+7% +$1.47K ﹤0.01% 609
2023
Q1 		$20.4K Buy
8,792
+210
+2% +$508 ﹤0.01% 632
2022
Q4 		$18.9K Buy
8,582
+15
+0.2% +$31 ﹤0.01% 675
2022
Q3 		$15K Buy
8,567
+4,050
+90% +$8.41K ﹤0.01% 692
2022
Q2 		$9K Sell
4,517
-2,383
-35% -$5.26K ﹤0.01% 845
2022
Q1 		$17K Buy
6,900
+1,454
+27% +$3.87K ﹤0.01% 697
2021
Q4 		$14K Buy
5,446
+1,561
+40% +$3.98K ﹤0.01% 704
2021
Q3 		$10K Buy
3,885
+658
+20% +$1.61K ﹤0.01% 771
2021
Q2 		$8K Buy
3,227
+644
+25% +$1.65K ﹤0.01% 804
2021
Q1 		$6K Buy
2,583
+787
+44% +$1.64K ﹤0.01% 825
2020
Q4 		$4K Buy
+1,796
New +$3.03K ﹤0.01% 910
2020
Q3 		– Sell
-270
Closed – – 1417
2020
Q2 		$0 Sell
270
-184
-41% -$276 ﹤0.01% 1403
2020
Q1 		$1K Buy
454
+261
+135% +$673 ﹤0.01% 921
2019
Q4 		$1K Buy
+193
New +$584 ﹤0.01% 967
2018
Q2 		– Sell
-1,051
Closed -$4K – 883
2018
Q1 		$4K Hold
1,051
– – ﹤0.01% 453
2017
Q4 		$4K Buy
+1,051
New +$3.79K ﹤0.01% 428

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CIBC Private Wealth Group
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Glassman Wealth Services's LYG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lloyds Banking Group (LYG) in Q1 2024, closing a stake of 13,287 shares — an estimated $31.8K sold.

Glassman Wealth Services first reported a position in LYG in Q4 2017 and held it in 18 quarters. The position peaked at $31.8K in Q4 2023. 390 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lloyds Banking Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13,287 Lloyds Banking Group shares in Q1 2024, an estimated $31.8K.
  • Glassman Wealth Services first reported a position in Lloyds Banking Group in Q4 2017 and held it in 18 quarters.
  • Glassman Wealth Services's Lloyds Banking Group position peaked at $31.8K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.