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HBC Financial Services’s Lloyds Banking Group LYG Stock Holding History

HBC 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
Q4 		$1K Hold
500
– – ﹤0.01% 177
2024
Q3 		$1K Hold
500
– – ﹤0.01% 174
2024
Q2 		$1K Hold
500
– – ﹤0.01% 150
2024
Q1 		$1K Hold
500
– – ﹤0.01% 151
2023
Q4 		$1K Hold
500
– – ﹤0.01% 152
2023
Q3 		$1K Buy
+500
New +$1.08K ﹤0.01% 160

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

HBC Financial Services's LYG Position: Q4 2024 in Review

HBC Financial Services held its Lloyds Banking Group (LYG) position steady in Q4 2024 at 500 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

HBC Financial Services first reported a position in LYG in Q3 2023 and has held it in 6 quarters since. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • HBC Financial Services held 500 shares of Lloyds Banking Group worth $1K as of Q4 2024.
  • HBC Financial Services left its Lloyds Banking Group share count unchanged in Q4 2024.
  • Lloyds Banking Group made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #177 holding.
  • HBC Financial Services first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 6 quarters since.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.