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Waldron Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-15,925
Closed -$43.3K – 367
2024
Q4 		$43.3K Hold
15,925
– – ﹤0.01% 414
2024
Q3 		$49.7K Hold
15,925
– – ﹤0.01% 440
2024
Q2 		$43.5K Hold
15,925
– – ﹤0.01% 412
2024
Q1 		$41.2K Buy
15,925
+3,185
+25% +$7.31K ﹤0.01% 422
2023
Q4 		$30.4K Buy
+12,740
New +$27.3K ﹤0.01% 410
2023
Q2 		– Sell
-10,972
Closed -$25.5K – 409
2023
Q1 		$25.5K Buy
+10,972
New +$26.6K ﹤0.01% 414

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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