O'Keefe Stevens Advisory’s Lloyds Banking Group LYG Stock Holding History

O'Keefe Stevens Advisory’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	-139,686	Closed	-$380K	–	74
2024 Q4	$380K	Buy	139,686 +41,868	+43%	+$120K	0.12%	54
2024 Q3	$305K	Buy	97,818 +30,471	+45%	+$91.4K	0.09%	59
2024 Q2	$184K	Buy	67,347 +10,856	+19%	+$29.1K	0.06%	66
2024 Q1	$146K	Buy	56,491 +22,750	+67%	+$52.2K	0.05%	65
2023 Q4	$80.6K	Buy	33,741 +3,738	+12%	+$8.01K	0.03%	44
2023 Q3	$63.9K	Buy	30,003 +2,394	+9%	+$5.19K	0.03%	44
2023 Q2	$60.7K	Buy	27,609 +11,388	+70%	+$26.1K	0.03%	42
2023 Q1	$37.6K	Buy	+16,221	New	+$39.3K	0.02%	40

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

O'Keefe Stevens Advisory's LYG Position: Q1 2025 in Review

O'Keefe Stevens Advisory sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 139,686 shares — an estimated $380K sold.

O'Keefe Stevens Advisory first reported a position in LYG in Q1 2023 and held it in 8 quarters. The position peaked at $380K in Q4 2024. 454 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

O'Keefe Stevens Advisory reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
O'Keefe Stevens Advisory sold 139,686 Lloyds Banking Group shares in Q1 2025, an estimated $380K.
O'Keefe Stevens Advisory first reported a position in Lloyds Banking Group in Q1 2023 and held it in 8 quarters.
O'Keefe Stevens Advisory's Lloyds Banking Group position peaked at $380K in Q4 2024.
454 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.