WEG
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World Equity Group’s Lloyds Banking Group LYG Stock Holding History

World Equity Group’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
-87,146
Closed -$237K – 340
2024
Q4 		$237K Buy
87,146
+50,020
+135% +$143K 0.05% 314
2024
Q3 		$116K Buy
+37,126
New +$111K 0.04% 254

Other funds holding LYG

Fisher Asset Management
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

World Equity Group's LYG Position: Q1 2025 in Review

World Equity Group sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 87,146 shares — an estimated $237K sold.

World Equity Group first reported a position in LYG in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • World Equity Group reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 87,146 Lloyds Banking Group shares in Q1 2025, an estimated $237K.
  • World Equity Group first reported a position in Lloyds Banking Group in Q3 2024 and held it in 2 quarters.
  • World Equity Group's Lloyds Banking Group position peaked at $237K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.