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Pathway Financial Advisers’s Lloyds Banking Group LYG Stock Holding History

Pathway Financial Advisers’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
Q2 		– Sell
-2,250
Closed -$5.83K – 445
2024
Q1 		$5.83K Buy
+2,250
New +$5.16K ﹤0.01% 382

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathway Financial Advisers's LYG Position: Q2 2024 in Review

Pathway Financial Advisers sold out of Lloyds Banking Group (LYG) in Q2 2024, closing a stake of 2,250 shares — an estimated $5.83K sold.

Pathway Financial Advisers first reported a position in LYG in Q1 2024 and held it in 1 quarter. The position peaked at $5.83K in Q1 2024. 425 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

  • Pathway Financial Advisers reported no remaining Lloyds Banking Group position as of Q2 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,250 Lloyds Banking Group shares in Q2 2024, an estimated $5.83K.
  • Pathway Financial Advisers first reported a position in Lloyds Banking Group in Q1 2024 and held it in 1 quarter.
  • Pathway Financial Advisers's Lloyds Banking Group position peaked at $5.83K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

Based on Pathway Financial Advisers's 13F filing for Q2 2024, filed 20 Aug 2024.