Massachusetts Financial Services
LYG icon

Massachusetts Financial Services’s Lloyds Banking Group LYG Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-473,636
Closed -$1.13M – 866
2023
Q4 		$1.13M Buy
473,636
+37,556
+9% +$80.4K ﹤0.01% 765
2023
Q3 		$929K Buy
436,080
+56,658
+15% +$123K ﹤0.01% 769
2023
Q2 		$835K Buy
+379,422
New +$870K ﹤0.01% 765
2017
Q3 		– Sell
-827,121
Closed -$2.92M – 857
2017
Q2 		$2.92M Sell
827,121
-349,406
-30% -$1.24M ﹤0.01% 698
2017
Q1 		$4M Sell
1,176,527
-16,928
-1% -$57.1K ﹤0.01% 676
2016
Q4 		$3.7M Buy
1,193,455
+19,163
+2% +$56.1K ﹤0.01% 688
2016
Q3 		$3.37M Sell
1,174,292
-58,106
-5% -$173K ﹤0.01% 690
2016
Q2 		$3.66M Buy
1,232,398
+1,057,158
+603% +$4.14M ﹤0.01% 675
2016
Q1 		$692K Buy
175,240
+1,338
+0.8% +$5.18K ﹤0.01% 749
2015
Q4 		$758K Buy
173,902
+62,683
+56% +$284K ﹤0.01% 753
2015
Q3 		$512K Buy
+111,219
New +$557K ﹤0.01% 817

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return