Palladiem’s Lloyds Banking Group LYG Stock Holding History

Palladiem’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
2023 Q3	–	Sell	-46,195	Closed	-$102K	–	60
2023 Q2	$102K	Hold	46,195	–	–	0.1%	60
2023 Q1	$107K	Hold	46,195	–	–	0.11%	55
2022 Q4	$102K	Hold	46,195	–	–	0.11%	55
2022 Q3	$83K	Buy	46,195 +26,605	+136%	+$55.2K	0.09%	51
2022 Q2	$40K	Buy	+19,590	New	+$43.2K	0.04%	53

Other funds holding LYG

MIP

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Palladiem's LYG Position: Q3 2023 in Review

Palladiem sold out of Lloyds Banking Group (LYG) in Q3 2023, closing a stake of 46,195 shares — an estimated $102K sold.

Palladiem first reported a position in LYG in Q2 2022 and held it in 5 quarters. The position peaked at $107K in Q1 2023. 350 funds tracked by Wall St. Rank hold LYG as of Q3 2023.

Palladiem reported no remaining Lloyds Banking Group position as of Q3 2023 after selling out during the quarter.
Palladiem sold 46,195 Lloyds Banking Group shares in Q3 2023, an estimated $102K.
Palladiem first reported a position in Lloyds Banking Group in Q2 2022 and held it in 5 quarters.
Palladiem's Lloyds Banking Group position peaked at $107K in Q1 2023.
350 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.