VIA
LYG icon

Vident Investment Advisory’s Lloyds Banking Group LYG Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-133,788
Closed -$294K – 599
2023
Q2 		$294K Buy
133,788
+52,109
+64% +$119K 0.01% 892
2023
Q1 		$189K Buy
81,679
+29,142
+55% +$70.5K 0.01% 1115
2022
Q4 		$116K Buy
52,537
+14,868
+39% +$30.6K ﹤0.01% 1091
2022
Q3 		$0 Buy
37,669
+5,903
+19% +$12.3K ﹤0.01% 1231
2022
Q2 		$64K Buy
+31,766
New +$70.1K ﹤0.01% 1228

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return