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Sweet Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Sweet Financial Partners’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 		$46.8K Hold
15,000
– – 0.01% 197
2024
Q2 		$41K Hold
15,000
– – 0.01% 189
2024
Q1 		$38.9K Hold
15,000
– – 0.01% 195
2023
Q4 		$35.9K Buy
+15,000
New +$32.1K 0.01% 181

Other funds holding LYG

MIP
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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

Sweet Financial Partners's LYG Position: Q3 2024 in Review

Sweet Financial Partners held its Lloyds Banking Group (LYG) position steady in Q3 2024 at 15,000 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Sweet Financial Partners first reported a position in LYG in Q4 2023 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • Sweet Financial Partners held 15,000 shares of Lloyds Banking Group worth $46.8K as of Q3 2024.
  • Sweet Financial Partners left its Lloyds Banking Group share count unchanged in Q3 2024.
  • Lloyds Banking Group made up 0.01% of Sweet Financial Partners's portfolio in Q3 2024, its #197 holding.
  • Sweet Financial Partners first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.