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Paloma Partners’s Lloyds Banking Group LYG Stock Holding History

Paloma 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
2022
Q1 		– Sell
-166,520
Closed -$425K – 2068
2021
Q4 		$425K Buy
+166,520
New +$425K 0.01% 1187
2021
Q3 		– Sell
-39,398
Closed -$101K – 1580
2021
Q2 		$101K Buy
+39,398
New +$101K ﹤0.01% 1649
2020
Q1 		– Sell
-47,574
Closed -$157K – 1719
2019
Q4 		$157K Buy
+47,574
New +$144K ﹤0.01% 2011
2019
Q3 		– Sell
-11,868
Closed -$34K – 2142
2019
Q2 		$34K Buy
+11,868
New +$36.7K ﹤0.01% 1666

Other funds holding LYG

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MIP
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.73B AUM 24.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return