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LYG icon

Horizon Investments’s Lloyds Banking Group LYG Stock Holding History

Horizon Investments’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
Q2 		– Sell
-11,770
Closed -$43.7K – 1125
2025
Q1 		$43.7K Buy
11,770
+204
+2% +$675 ﹤0.01% 650
2024
Q4 		$31.5K Buy
11,566
+211
+2% +$603 ﹤0.01% 656
2024
Q3 		$35.4K Buy
11,355
+6,487
+133% +$19.5K ﹤0.01% 647
2024
Q2 		$13K Buy
+4,868
New +$13.1K ﹤0.01% 663
2024
Q1 		– Sell
-125
Closed -$299 – 841
2023
Q4 		$299 Buy
+125
New +$268 ﹤0.01% 791

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 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
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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Horizon Investments's LYG Position: Q2 2025 in Review

Horizon Investments sold out of Lloyds Banking Group (LYG) in Q2 2025, closing a stake of 11,770 shares — an estimated $43.7K sold.

Horizon Investments first reported a position in LYG in Q4 2023 and held it in 5 quarters. The position peaked at $43.7K in Q1 2025. 478 funds tracked by Wall St. Rank hold LYG as of Q2 2025.

  • Horizon Investments reported no remaining Lloyds Banking Group position as of Q2 2025 after selling out during the quarter.
  • Horizon Investments sold 11,770 Lloyds Banking Group shares in Q2 2025, an estimated $43.7K.
  • Horizon Investments first reported a position in Lloyds Banking Group in Q4 2023 and held it in 5 quarters.
  • Horizon Investments's Lloyds Banking Group position peaked at $43.7K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2025.

Based on Horizon Investments's 13F filing for Q2 2025, filed 14 Aug 2025.