Susquehanna Fundamental Investments’s Lloyds Banking Group LYG Stock Holding History

Susquehanna Fundamental Investments’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
2023 Q4	–	Sell	-60,549	Closed	-$129K	–	218
2023 Q3	$129K	Hold	60,549	–	–	0.01%	340
2023 Q2	$133K	Sell	60,549 -754,227	-93%	-$1.73M	﹤0.01%	596
2023 Q1	$1.89M	Hold	814,776	–	–	0.04%	384
2022 Q4	$1.79M	Sell	814,776 -862,944	-51%	-$1.78M	0.03%	510
2022 Q3	$3M	Buy	+1,677,720	New	+$3.48M	0.05%	472
2022 Q1	$2.51M	Buy	1,042,738 +947,156	+991%	+$2.52M	0.05%	499
2021 Q4	$244K	Sell	95,582 -915,749	-91%	-$2.34M	0.01%	1180
2021 Q3	$2.48M	Buy	+1,011,331	New	+$2.48M	0.05%	535
2019 Q3	–	Sell	-90,600	Closed	-$257K	–	359
2019 Q2	$257K	Buy	+90,600	New	+$280K	0.03%	302
2018 Q2	–	Sell	-786,535	Closed	-$2.93M	–	440
2018 Q1	$2.93M	Buy	+786,535	New	+$3.05M	0.35%	99

Other funds holding LYG

MIP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Susquehanna Fundamental Investments's LYG Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Lloyds Banking Group (LYG) in Q4 2023, closing a stake of 60,549 shares — an estimated $129K sold.

Susquehanna Fundamental Investments first reported a position in LYG in Q1 2018 and held it in 10 quarters. The position peaked at $3M in Q3 2022. 392 funds tracked by Wall St. Rank hold LYG as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Lloyds Banking Group position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 60,549 Lloyds Banking Group shares in Q4 2023, an estimated $129K.
Susquehanna Fundamental Investments first reported a position in Lloyds Banking Group in Q1 2018 and held it in 10 quarters.
Susquehanna Fundamental Investments's Lloyds Banking Group position peaked at $3M in Q3 2022.
392 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.