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	–	2049
2021 Q4	$425K	Buy	+166,520	New	+$425K	0.01%	1187
2021 Q3	–	Sell	-39,398	Closed	-$101K	–	1567
2021 Q2	$101K	Buy	+39,398	New	+$101K	﹤0.01%	1649
2020 Q1	–	Sell	-47,574	Closed	-$157K	–	1717
2019 Q4	$157K	Buy	+47,574	New	+$144K	﹤0.01%	2011
2019 Q3	–	Sell	-11,868	Closed	-$34K	–	2137
2019 Q2	$34K	Buy	+11,868	New	+$36.7K	﹤0.01%	1666

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Paloma Partners's LYG Position: Q1 2022 in Review

Paloma Partners sold out of Lloyds Banking Group (LYG) in Q1 2022, closing a stake of 166,520 shares — an estimated $425K sold.

Paloma Partners first reported a position in LYG in Q2 2019 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 297 funds tracked by Wall St. Rank hold LYG as of Q1 2022.

Paloma Partners reported no remaining Lloyds Banking Group position as of Q1 2022 after selling out during the quarter.
Paloma Partners sold 166,520 Lloyds Banking Group shares in Q1 2022, an estimated $425K.
Paloma Partners first reported a position in Lloyds Banking Group in Q2 2019 and held it in 4 quarters.
Paloma Partners's Lloyds Banking Group position peaked at $425K in Q4 2021.
297 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.