BC
RIDE

Bartlett & Co’s Lordstown Motors Corp. Class A Common Stock RIDE Stock Holding History

Bartlett & Co’s Portfolio RIDE Stock Details RIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8K Hold
6,666
– – ﹤0.01% 1040
2023
Q3 		$20K Hold
6,666
– – ﹤0.01% 827
2023
Q2 		$14K Sell
6,666
-1
-0% -$5 ﹤0.01% 884
2023
Q1 		$66K Hold
6,667
– – ﹤0.01% 525
2022
Q4 		$114K Sell
6,667
-150
-2% -$3.48K ﹤0.01% 456
2022
Q3 		$187K Hold
6,817
– – ﹤0.01% 383
2022
Q2 		$162K Buy
6,817
+6,784
+20,558% +$219K ﹤0.01% 398
2022
Q1 		$2K Buy
+33
New +$1.43K ﹤0.01% 1005

Other funds holding RIDE

BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CSWM
Cassady Schiller Wealth Management Cincinnati, Ohio $273M AUM 17.91% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Bartlett & Co's RIDE Position: Q4 2023 in Review

Bartlett & Co held its Lordstown Motors Corp. Class A Common Stock (RIDE) position steady in Q4 2023 at 6,666 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Bartlett & Co first reported a position in RIDE in Q1 2022 and has held it in 8 quarters since. The position peaked at $187K in Q3 2022. 6 funds tracked by Wall St. Rank hold RIDE as of Q4 2023.

  • Bartlett & Co held 6,666 shares of Lordstown Motors Corp. Class A Common Stock worth $8K as of Q4 2023.
  • Bartlett & Co left its Lordstown Motors Corp. Class A Common Stock share count unchanged in Q4 2023.
  • Lordstown Motors Corp. Class A Common Stock made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1040 holding.
  • Bartlett & Co first reported a position in Lordstown Motors Corp. Class A Common Stock in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Lordstown Motors Corp. Class A Common Stock position peaked at $187K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Lordstown Motors Corp. Class A Common Stock as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.