SWS
LYG icon

SYSTM Wealth Solutions’s Lloyds Banking Group LYG Stock Holding History

SYSTM Wealth Solutions’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
-3,407
Closed -$9.3K – 405
2024
Q2 		$9.3K Buy
+3,407
New +$9.14K ﹤0.01% 497
2023
Q1 		– Sell
-10,653
Closed -$23.4K – 502
2022
Q4 		$23.4K Buy
+10,653
New +$21.9K ﹤0.01% 523

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

SYSTM Wealth Solutions's LYG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 3,407 shares — an estimated $9.3K sold.

SYSTM Wealth Solutions first reported a position in LYG in Q4 2022 and held it in 2 quarters. The position peaked at $23.4K in Q4 2022. 429 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,407 Lloyds Banking Group shares in Q3 2024, an estimated $9.3K.
  • SYSTM Wealth Solutions first reported a position in Lloyds Banking Group in Q4 2022 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Lloyds Banking Group position peaked at $23.4K in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.