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West Branch Capital’s Lloyds Banking Group LYG Stock Holding History

West Branch Capital’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
Q4 		– Sell
-26
Closed -$82 – 598
2024
Q3 		$82 Buy
+26
New +$78 ﹤0.01% 554

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

West Branch Capital's LYG Position: Q4 2024 in Review

West Branch Capital sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 26 shares — an estimated $82 sold.

West Branch Capital first reported a position in LYG in Q3 2024 and held it in 1 quarter. The position peaked at $82 in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

  • West Branch Capital reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 26 Lloyds Banking Group shares in Q4 2024, an estimated $82.
  • West Branch Capital first reported a position in Lloyds Banking Group in Q3 2024 and held it in 1 quarter.
  • West Branch Capital's Lloyds Banking Group position peaked at $82 in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.