The Family Firm’s Lloyds Banking Group LYG Stock Holding History

The Family Firm’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	-667	Closed	-$1.82K	–	580
2024 Q2	$1.82K	Buy	+667	New	+$1.79K	﹤0.01%	794

Other funds holding LYG

MIP

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

The Family Firm's LYG Position: Q3 2024 in Review

The Family Firm sold out of Lloyds Banking Group (LYG) in Q3 2024, closing a stake of 667 shares — an estimated $1.82K sold.

The Family Firm first reported a position in LYG in Q2 2024 and held it in 1 quarter. The position peaked at $1.82K in Q2 2024. 430 funds tracked by Wall St. Rank hold LYG as of Q3 2024.

The Family Firm reported no remaining Lloyds Banking Group position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 667 Lloyds Banking Group shares in Q3 2024, an estimated $1.82K.
The Family Firm first reported a position in Lloyds Banking Group in Q2 2024 and held it in 1 quarter.
The Family Firm's Lloyds Banking Group position peaked at $1.82K in Q2 2024.
430 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.