RJT
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Raymond James Trust’s Lloyds Banking Group LYG Stock Holding History

Raymond James Trust’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
Q3 		$160K Buy
51,412
+15,478
+43% +$46.4K ﹤0.01% 1264
2024
Q2 		$98.1K Buy
35,934
+17,702
+97% +$47.5K ﹤0.01% 1228
2024
Q1 		$47.2K Sell
18,232
-23,517
-56% -$54K ﹤0.01% 1244
2023
Q4 		$99.8K Buy
41,749
+135
+0.3% +$289 ﹤0.01% 1182
2023
Q3 		$88.6K Sell
41,614
-9,260
-18% -$20.1K ﹤0.01% 1125
2023
Q2 		$112K Buy
50,874
+18,007
+55% +$41.3K ﹤0.01% 1152
2023
Q1 		$76K Buy
32,867
+265
+0.8% +$641 ﹤0.01% 1136
2022
Q4 		$72K Buy
32,602
+1,154
+4% +$2.37K ﹤0.01% 1117
2022
Q3 		$56K Buy
31,448
+9,959
+46% +$20.7K ﹤0.01% 1059
2022
Q2 		$44K Sell
21,489
-696
-3% -$1.54K ﹤0.01% 1075
2022
Q1 		$53K Buy
22,185
+1,818
+9% +$4.83K ﹤0.01% 1150
2021
Q4 		$52K Buy
20,367
+4,885
+32% +$12.5K ﹤0.01% 1178
2021
Q3 		$38K Hold
15,482
– – ﹤0.01% 1125
2021
Q2 		$39K Sell
15,482
-1,540
-9% -$3.95K ﹤0.01% 1123
2021
Q1 		$39K Buy
17,022
+2,253
+15% +$4.68K ﹤0.01% 1091
2020
Q4 		$29K Sell
14,769
-6,228
-30% -$10.5K ﹤0.01% 1037
2020
Q3 		$27K Buy
+20,997
New +$29.4K ﹤0.01% 972
2020
Q2 		– Sell
-92,483
Closed -$139K – 940
2020
Q1 		$139K Sell
92,483
-4,429
-5% -$11.4K 0.01% 750
2019
Q4 		$320K Buy
96,912
+9,232
+11% +$27.9K 0.02% 657
2019
Q3 		$231K Buy
87,680
+3,529
+4% +$9.15K 0.01% 783
2019
Q2 		$239K Buy
84,151
+9,254
+12% +$28.6K 0.01% 744
2019
Q1 		$240K Sell
74,897
-19,829
-21% -$60.6K 0.01% 697
2018
Q4 		$243K Sell
94,726
-62,140
-40% -$177K 0.02% 648
2018
Q3 		$477K Sell
156,866
-373
-0.2% -$1.2K 0.03% 452
2018
Q2 		$524K Buy
157,239
+6,445
+4% +$22.9K 0.03% 403
2018
Q1 		$561K Buy
150,794
+75,050
+99% +$291K 0.04% 346
2017
Q4 		$285K Sell
75,744
-17,673
-19% -$63.7K 0.02% 550
2017
Q3 		$342K Buy
93,417
+759
+0.8% +$2.65K 0.02% 490
2017
Q2 		$328K Buy
92,658
+1,349
+1% +$4.79K 0.02% 494
2017
Q1 		$310K Buy
91,309
+33,131
+57% +$112K 0.02% 497
2016
Q4 		$180K Sell
58,178
-4,744
-8% -$13.9K 0.01% 661
2016
Q3 		$181K Sell
62,922
-53,806
-46% -$160K 0.02% 630
2016
Q2 		$346K Buy
116,728
+8,647
+8% +$33.8K 0.03% 425
2016
Q1 		$427K Buy
108,081
+1,152
+1% +$4.46K 0.04% 355
2015
Q4 		$466K Buy
106,929
+54,363
+103% +$246K 0.04% 347
2015
Q3 		$241K Buy
52,566
+5,330
+11% +$26.7K 0.03% 488
2015
Q2 		$256K Buy
47,236
+2,815
+6% +$14.7K 0.03% 495
2015
Q1 		$208K Buy
44,421
+17,192
+63% +$80.1K 0.02% 570
2014
Q4 		$126K Buy
27,229
+5,297
+24% +$25.6K 0.01% 604
2014
Q3 		$111K Buy
21,932
+855
+4% +$4.3K 0.01% 593
2014
Q2 		$108K Buy
21,077
+7,081
+51% +$36.7K 0.01% 598
2014
Q1 		$71K Buy
13,996
+2,765
+25% +$15K 0.01% 583
2013
Q4 		$60K Sell
11,231
-127
-1% -$637 0.01% 570
2013
Q3 		$55K Buy
11,358
+594
+6% +$2.68K 0.01% 559
2013
Q2 		$41K Buy
+10,764
New +$37.4K 0.01% 524

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Trust's LYG Position: Q3 2024 in Review

Raymond James Trust increased its Lloyds Banking Group (LYG) stake by 43% in Q3 2024, buying an estimated $46.4K and bringing the position to 51,412 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Raymond James Trust first reported a position in LYG in Q2 2013 and has held it in 45 quarters since. The position peaked at $561K in Q1 2018. 429 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Raymond James Trust held 51,412 shares of Lloyds Banking Group worth $160K as of Q3 2024.
  • Raymond James Trust bought 15,478 Lloyds Banking Group shares in Q3 2024, an estimated $46.4K.
  • Lloyds Banking Group made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1264 holding.
  • Raymond James Trust first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 45 quarters since.
  • Raymond James Trust's Lloyds Banking Group position peaked at $561K in Q1 2018.
  • 429 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.