LSAG
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Lake Street Advisors Group’s Lloyds Banking Group LYG Stock Holding History

Lake Street Advisors Group’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 		$147K Sell
54,052
-2,217
-4% -$6.33K 0.01% 576
2024
Q3 		$176K Sell
56,269
-230
-0.4% -$690 0.01% 567
2024
Q2 		$154K Sell
56,499
-2,603
-4% -$6.98K 0.01% 542
2024
Q1 		$153K Buy
59,102
+1,561
+3% +$3.58K 0.01% 567
2023
Q4 		$138K Buy
57,541
+3,423
+6% +$7.33K 0.01% 554
2023
Q3 		$115K Buy
54,118
+4,915
+10% +$10.7K 0.01% 254
2023
Q2 		$108K Buy
49,203
+395
+0.8% +$906 0.01% 248
2023
Q1 		$113K Sell
48,808
-4
-0% -$10 0.01% 239
2022
Q4 		$107K Sell
48,812
-18,946
-28% -$39K 0.01% 232
2022
Q3 		$121K Buy
67,758
+1,877
+3% +$3.9K 0.01% 234
2022
Q2 		$134K Buy
65,881
+19,638
+42% +$43.3K 0.01% 204
2022
Q1 		$111K Buy
46,243
+5,178
+13% +$13.8K 0.01% 212
2021
Q4 		$105K Buy
41,065
+7,421
+22% +$18.9K 0.01% 205
2021
Q3 		$82K Buy
33,644
+19,705
+141% +$48.3K 0.01% 164
2021
Q2 		$35K Buy
13,939
+2,196
+19% +$5.64K ﹤0.01% 331
2021
Q1 		$27K Buy
+11,743
New +$24.4K ﹤0.01% 327
2020
Q3 		– Sell
-19,467
Closed -$29K – 292
2020
Q2 		$29K Sell
19,467
-18,719
-49% -$28.1K ﹤0.01% 275
2020
Q1 		$58K Sell
38,186
-4,337
-10% -$11.2K 0.01% 247
2019
Q4 		$141K Buy
42,523
+24,743
+139% +$74.8K 0.01% 243
2019
Q3 		$47K Sell
17,780
-27,445
-61% -$71.2K 0.01% 229
2019
Q2 		$128K Buy
45,225
+3,486
+8% +$10.8K 0.01% 221
2019
Q1 		$134K Buy
41,739
+3,228
+8% +$9.87K 0.01% 225
2018
Q4 		$99K Buy
38,511
+11,306
+42% +$32.1K 0.01% 194
2018
Q3 		$83K Sell
27,205
-9,527
-26% -$30.5K 0.01% 211
2018
Q2 		$122K Sell
36,732
-3,717
-9% -$13.2K 0.01% 324
2018
Q1 		$150K Buy
40,449
+4,805
+13% +$18.6K 0.02% 305
2017
Q4 		$134K Buy
+35,644
New +$129K 0.02% 314

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Lake Street Advisors Group's LYG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Lloyds Banking Group (LYG) stake by 3.9% in Q4 2024, selling an estimated $6.33K and leaving 54,052 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #576.

Lake Street Advisors Group first reported a position in LYG in Q4 2017 and has held it in 27 quarters since. The position peaked at $176K in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • Lake Street Advisors Group held 54,052 shares of Lloyds Banking Group worth $147K as of Q4 2024.
  • Lake Street Advisors Group sold 2,217 Lloyds Banking Group shares in Q4 2024, an estimated $6.33K.
  • Lloyds Banking Group made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #576 holding.
  • Lake Street Advisors Group first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 27 quarters since.
  • Lake Street Advisors Group's Lloyds Banking Group position peaked at $176K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.