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Schechter Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$159K Sell
41,494
-10,001
-19% -$33.1K 0.01% 564
2024
Q4 		$140K Sell
51,495
-5,417
-10% -$15.5K 0.01% 587
2024
Q3 		$178K Buy
56,912
+5,947
+12% +$17.8K 0.01% 597
2024
Q2 		$139K Buy
50,965
+5,175
+11% +$13.9K 0.01% 579
2024
Q1 		$119K Sell
45,790
-4,113
-8% -$9.44K 0.01% 592
2023
Q4 		$119K Buy
49,903
+3,522
+8% +$7.54K 0.01% 576
2023
Q3 		$98.8K Sell
46,381
-13,054
-22% -$28.3K 0.01% 563
2023
Q2 		$131K Buy
59,435
+7,448
+14% +$17.1K 0.01% 605
2023
Q1 		$121K Buy
51,987
+3,779
+8% +$9.14K 0.01% 644
2022
Q4 		$106K Buy
48,208
+6,455
+15% +$13.3K 0.01% 795
2022
Q3 		$75K Sell
41,753
-58
-0.1% -$120 0.01% 908
2022
Q2 		$85K Sell
41,811
-93
-0.2% -$205 0.01% 917
2022
Q1 		$101K Sell
41,904
-7,220
-15% -$19.2K 0.01% 901
2021
Q4 		$125K Buy
+49,124
New +$125K 0.01% 834

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Schechter Investment Advisors's LYG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Lloyds Banking Group (LYG) stake by 19% in Q1 2025, selling an estimated $33.1K and leaving 41,494 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #564.

Schechter Investment Advisors first reported a position in LYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $178K in Q3 2024. 453 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Schechter Investment Advisors held 41,494 shares of Lloyds Banking Group worth $159K as of Q1 2025.
  • Schechter Investment Advisors sold 10,001 Lloyds Banking Group shares in Q1 2025, an estimated $33.1K.
  • Lloyds Banking Group made up 0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #564 holding.
  • Schechter Investment Advisors first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Lloyds Banking Group position peaked at $178K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.