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Summit X LLC’s Lloyds Banking Group LYG Stock Holding History

Summit X LLC’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 		– Sell
-16,065
Closed -$47.7K – 226
2024
Q2 		$47.7K Buy
+16,065
New +$43.1K 0.01% 232
2023
Q3 		– Sell
-54,030
Closed -$119K – 242
2023
Q2 		$119K Buy
54,030
+8,353
+18% +$19.2K 0.03% 264
2023
Q1 		$106K Buy
45,677
+6,663
+17% +$16.1K 0.03% 255
2022
Q4 		$79.6K Sell
39,014
-3,541
-8% -$7.29K 0.02% 234
2022
Q3 		$76K Buy
42,555
+3,541
+9% +$7.35K 0.02% 237
2022
Q2 		$84K Buy
39,014
+3,487
+10% +$7.7K 0.02% 234
2022
Q1 		$86K Buy
35,527
+2,968
+9% +$7.89K 0.02% 245
2021
Q4 		$83K Buy
32,559
+13,259
+69% +$33.8K 0.02% 250
2021
Q3 		$50K Buy
19,300
+1,684
+10% +$4.13K 0.01% 255
2021
Q2 		$48K Buy
17,616
+540
+3% +$1.39K 0.01% 259
2021
Q1 		$40K Buy
17,076
+789
+5% +$1.64K 0.01% 256
2020
Q4 		$31K Buy
+16,287
New +$27.4K 0.01% 243
2020
Q2 		$34K Hold
22,702
– – 0.01% 200
2020
Q1 		$36K Buy
22,702
+3,190
+16% +$8.22K 0.02% 183
2019
Q4 		$66K Buy
19,512
+765
+4% +$2.31K 0.02% 222
2019
Q3 		$47K Sell
18,747
-146
-0.8% -$379 0.02% 221
2019
Q2 		$54K Buy
18,893
+5,595
+42% +$17.3K 0.02% 227
2019
Q1 		$44K Buy
13,298
+1,169
+10% +$3.58K 0.02% 230
2018
Q4 		$30K Buy
+12,129
New +$34.5K 0.02% 199

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit X LLC's LYG Position: Q3 2024 in Review

Summit X LLC sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 16,065 shares — an estimated $47.7K sold.

Summit X LLC first reported a position in LYG in Q4 2018 and held it in 19 quarters. The position peaked at $119K in Q2 2023. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Summit X LLC reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 16,065 Lloyds Banking Group shares in Q3 2024, an estimated $47.7K.
  • Summit X LLC first reported a position in Lloyds Banking Group in Q4 2018 and held it in 19 quarters.
  • Summit X LLC's Lloyds Banking Group position peaked at $119K in Q2 2023.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.