GM Advisory Group’s Lloyds Banking Group LYG Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-10,000	Closed	-$27.2K	–	281
2024 Q4	$27.2K	Hold	10,000	–	–	﹤0.01%	257
2024 Q3	$31.2K	Hold	10,000	–	–	﹤0.01%	250
2024 Q2	$27.3K	Sell	10,000 -2,030	-17%	-$5.45K	﹤0.01%	240
2024 Q1	$31.2K	Buy	12,030 +2,030	+20%	+$4.66K	﹤0.01%	224
2023 Q4	$23.9K	Hold	10,000	–	–	﹤0.01%	198
2023 Q3	$21.3K	Hold	10,000	–	–	﹤0.01%	190
2023 Q2	$22K	Hold	10,000	–	–	﹤0.01%	188
2023 Q1	$23.2K	Sell	10,000 -3,000	-23%	-$7.26K	﹤0.01%	181
2022 Q4	$28.6K	Hold	13,000	–	–	﹤0.01%	167
2022 Q3	$23K	Hold	13,000	–	–	﹤0.01%	178
2022 Q2	$27K	Hold	13,000	–	–	﹤0.01%	175
2022 Q1	$31K	Hold	13,000	–	–	﹤0.01%	185
2021 Q4	$33K	Buy	+13,000	New	+$33.1K	﹤0.01%	200

Other funds holding LYG

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GM Advisory Group's LYG Position: Q1 2025 in Review

GM Advisory Group sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 10,000 shares — an estimated $27.2K sold.

GM Advisory Group first reported a position in LYG in Q4 2021 and held it in 13 quarters. The position peaked at $33K in Q4 2021. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

GM Advisory Group reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
GM Advisory Group sold 10,000 Lloyds Banking Group shares in Q1 2025, an estimated $27.2K.
GM Advisory Group first reported a position in Lloyds Banking Group in Q4 2021 and held it in 13 quarters.
GM Advisory Group's Lloyds Banking Group position peaked at $33K in Q4 2021.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on GM Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.