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International Assets Investment Management’s Lloyds Banking Group LYG Stock Holding History

International Assets Investment Management’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 		– Sell
-7,250
Closed -$22.6K – 1413
2024
Q3 		$22.6K Buy
+7,250
New +$21.8K ﹤0.01% 1329
2024
Q1 		– Sell
-15,540
Closed -$37.1K – 814
2023
Q4 		$37.1K Sell
15,540
-3,090
-17% -$6.62K ﹤0.01% 708
2023
Q3 		$39.7K Hold
18,630
– – 0.01% 593
2023
Q2 		$41K Sell
18,630
-1,164
-6% -$2.67K 0.01% 596
2023
Q1 		$45.9K Sell
19,794
-2,743
-12% -$6.64K 0.01% 689
2022
Q4 		$49.6K Buy
22,537
+870
+4% +$1.79K 0.01% 747
2022
Q3 		$39K Buy
21,667
+1,127
+5% +$2.34K 0.01% 450
2022
Q2 		$42K Sell
20,540
-12,500
-38% -$27.6K ﹤0.01% 445
2022
Q1 		$80K Hold
33,040
– – 0.01% 466
2021
Q4 		$84K Sell
33,040
-670
-2% -$1.71K 0.01% 494
2021
Q3 		$83K Buy
+33,710
New +$82.6K 0.01% 489
2021
Q2 		– Sell
-670
Closed -$1K – 1287
2021
Q1 		$1K Hold
670
– – ﹤0.01% 2119
2020
Q4 		$1K Buy
+670
New +$1.13K ﹤0.01% 2000

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

International Assets Investment Management's LYG Position: Q4 2024 in Review

International Assets Investment Management sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 7,250 shares — an estimated $22.6K sold.

International Assets Investment Management first reported a position in LYG in Q4 2020 and held it in 13 quarters. The position peaked at $84K in Q4 2021. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • International Assets Investment Management reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 7,250 Lloyds Banking Group shares in Q4 2024, an estimated $22.6K.
  • International Assets Investment Management first reported a position in Lloyds Banking Group in Q4 2020 and held it in 13 quarters.
  • International Assets Investment Management's Lloyds Banking Group position peaked at $84K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.