Washington Trust’s Lloyds Banking Group LYG Stock Holding History

Washington Trust’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	-3,600	Closed	-$9.79K	–	823
2024 Q4	$9.79K	Buy	+3,600	New	+$10.3K	﹤0.01%	667
2018 Q3	–	Sell	-1,531	Closed	-$5K	–	563
2018 Q2	$5K	Buy	+1,531	New	+$5.44K	﹤0.01%	752

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Washington Trust's LYG Position: Q1 2025 in Review

Washington Trust sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 3,600 shares — an estimated $9.79K sold.

Washington Trust first reported a position in LYG in Q2 2018 and held it in 2 quarters. The position peaked at $9.79K in Q4 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

Washington Trust reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 3,600 Lloyds Banking Group shares in Q1 2025, an estimated $9.79K.
Washington Trust first reported a position in Lloyds Banking Group in Q2 2018 and held it in 2 quarters.
Washington Trust's Lloyds Banking Group position peaked at $9.79K in Q4 2024.
455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.