Lee, Danner & Bass’s Lloyds Banking Group LYG Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-200	Closed	-$544	–	518
2024 Q4	$544	Buy	+200	New	+$571	﹤0.01%	729

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee, Danner & Bass's LYG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 200 shares — an estimated $544 sold.

Lee, Danner & Bass first reported a position in LYG in Q4 2024 and held it in 1 quarter. The position peaked at $544 in Q4 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Lee, Danner & Bass reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 200 Lloyds Banking Group shares in Q1 2025, an estimated $544.
Lee, Danner & Bass first reported a position in Lloyds Banking Group in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Lloyds Banking Group position peaked at $544 in Q4 2024.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.