Harel Insurance Investments & Financial Services’s Lloyds Banking Group LYG Stock Holding History

Harel Insurance Investments & Financial 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	-286,740	Closed	-$685K	–	593
2023 Q4	$685K	Hold	286,740	–	–	0.01%	184
2023 Q3	$611K	Buy	+286,740	New	+$622K	0.01%	178
2023 Q2	–	Sell	-290,540	Closed	-$674K	–	755
2023 Q1	$674K	Hold	290,540	–	–	0.01%	204
2022 Q4	$639K	Hold	290,540	–	–	0.01%	186
2022 Q3	$520K	Hold	290,540	–	–	0.01%	214
2022 Q2	$593K	Hold	290,540	–	–	0.01%	224
2022 Q1	$700K	Buy	+290,540	New	+$773K	0.01%	225
2019 Q4	–	Sell	-35,000	Closed	-$92K	–	524
2019 Q3	$92K	Hold	35,000	–	–	0.01%	257
2019 Q2	$99K	Buy	+35,000	New	+$108K	0.01%	245
2016 Q2	–	Sell	-2,500	Closed	-$10K	–	696
2016 Q1	$10K	Buy	+2,500	New	+$9.68K	﹤0.01%	358

Other funds holding LYG

MIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $757B AUM 28.64% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LYG Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Lloyds Banking Group (LYG) in Q1 2024, closing a stake of 286,740 shares — an estimated $685K sold.

Harel Insurance Investments & Financial Services first reported a position in LYG in Q1 2016 and held it in 10 quarters. The position peaked at $700K in Q1 2022. 391 funds tracked by Wall St. Rank hold LYG as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Lloyds Banking Group position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 286,740 Lloyds Banking Group shares in Q1 2024, an estimated $685K.
Harel Insurance Investments & Financial Services first reported a position in Lloyds Banking Group in Q1 2016 and held it in 10 quarters.
Harel Insurance Investments & Financial Services's Lloyds Banking Group position peaked at $700K in Q1 2022.
391 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.