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Pacifica Partners’s Lloyds Banking Group LYG Stock Holding History

Pacifica Partners’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
-5,000
Closed -$15.6K – 498
2024
Q3 		$15.6K Hold
5,000
– – 0.01% 321
2024
Q2 		$14.1K Hold
5,000
– – 0.01% 330
2024
Q1 		$12.9K Sell
5,000
-6,175
-55% -$14.2K 0.01% 336
2023
Q4 		$24.9K Hold
11,175
– – 0.01% 286
2023
Q3 		$22.6K Hold
11,175
– – 0.01% 269
2023
Q2 		$24.5K Hold
11,175
– – 0.01% 225
2023
Q1 		$26.5K Hold
11,175
– – 0.02% 228
2022
Q4 		$25.1K Hold
11,175
– – 0.02% 209
2022
Q3 		$21K Hold
11,175
– – 0.02% 233
2022
Q2 		$24K Hold
11,175
– – 0.02% 227
2022
Q1 		$27K Hold
11,175
– – 0.02% 219
2021
Q4 		$32K Hold
11,175
– – 0.02% 204
2021
Q3 		$27K Hold
11,175
– – 0.02% 205
2021
Q2 		$28K Hold
11,175
– – 0.02% 188
2021
Q1 		$26K Sell
11,175
-1,000
-8% -$2.08K 0.02% 177
2020
Q4 		$24K Hold
12,175
– – 0.02% 177
2020
Q3 		$16K Hold
12,175
– – 0.02% 181
2020
Q2 		$19K Sell
12,175
-4,055
-25% -$6.08K 0.02% 178
2020
Q1 		$24K Buy
16,230
+10,000
+161% +$25.8K 0.03% 171
2019
Q4 		$21K Buy
+6,230
New +$18.8K 0.02% 190

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

Pacifica Partners's LYG Position: Q4 2024 in Review

Pacifica Partners sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 5,000 shares — an estimated $15.6K sold.

Pacifica Partners first reported a position in LYG in Q4 2019 and held it in 20 quarters. The position peaked at $32K in Q4 2021. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • Pacifica Partners reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • Pacifica Partners sold 5,000 Lloyds Banking Group shares in Q4 2024, an estimated $15.6K.
  • Pacifica Partners first reported a position in Lloyds Banking Group in Q4 2019 and held it in 20 quarters.
  • Pacifica Partners's Lloyds Banking Group position peaked at $32K in Q4 2021.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on Pacifica Partners's 13F filing for Q4 2024, filed 14 Jan 2025.