Radnor Capital Management’s Lloyds Banking Group LYG Stock Holding History

Radnor Capital Management’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	-16,000	Closed	-$41K	–	241
2024 Q1	$41K	Hold	16,000	–	–	0.01%	316
2023 Q4	$38K	Buy	16,000 +4,000	+33%	+$8.57K	0.01%	314
2023 Q3	$26K	Buy	+12,000	New	+$26K	0.01%	301
2022 Q4	–	Sell	-11,000	Closed	-$20K	–	243
2022 Q3	$20K	Hold	11,000	–	–	0.01%	228
2022 Q2	$22K	Hold	11,000	–	–	0.01%	232
2022 Q1	$27K	Buy	+11,000	New	+$29.3K	0.01%	243
2021 Q3	–	Sell	-12,500	Closed	-$32K	–	162
2021 Q2	$32K	Sell	12,500 -4,500	-26%	-$11.6K	0.01%	194
2021 Q1	$39K	Buy	17,000 +4,500	+36%	+$9.35K	0.01%	207
2020 Q4	$25K	Buy	+12,500	New	+$21.1K	0.01%	197

Other funds holding LYG

MIP

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Radnor Capital Management's LYG Position: Q2 2024 in Review

Radnor Capital Management sold out of Lloyds Banking Group (LYG) in Q2 2024, closing a stake of 16,000 shares — an estimated $41K sold.

Radnor Capital Management first reported a position in LYG in Q4 2020 and held it in 9 quarters. The position peaked at $41K in Q1 2024. 425 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

Radnor Capital Management reported no remaining Lloyds Banking Group position as of Q2 2024 after selling out during the quarter.
Radnor Capital Management sold 16,000 Lloyds Banking Group shares in Q2 2024, an estimated $41K.
Radnor Capital Management first reported a position in Lloyds Banking Group in Q4 2020 and held it in 9 quarters.
Radnor Capital Management's Lloyds Banking Group position peaked at $41K in Q1 2024.
425 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

Based on Radnor Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.