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Householder Group Estate & Retirement Specialist’s Lloyds Banking Group LYG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-142
Closed -$370 – 1287
2024
Q1 		$370 Hold
142
– – ﹤0.01% 1180
2023
Q4 		$0 Hold
142
– – ﹤0.01% 1256
2023
Q3 		$304 Buy
+142
New +$308 ﹤0.01% 1211

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 $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LYG Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Lloyds Banking Group (LYG) in Q2 2024, closing a stake of 142 shares — an estimated $370 sold.

Householder Group Estate & Retirement Specialist first reported a position in LYG in Q3 2023 and held it in 3 quarters. The position peaked at $370 in Q1 2024. 425 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Lloyds Banking Group position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 142 Lloyds Banking Group shares in Q2 2024, an estimated $370.
  • Householder Group Estate & Retirement Specialist first reported a position in Lloyds Banking Group in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Lloyds Banking Group position peaked at $370 in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.