Lido Advisors’s Alamo Group ALG Stock Holding History

Lido Advisors’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,523	Closed	-$263K	–	1344
2023 Q3	$263K	Buy	+1,523	New	+$273K	﹤0.01%	972

Other funds holding ALG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lido Advisors's ALG Position: Q4 2023 in Review

Lido Advisors sold out of Alamo Group (ALG) in Q4 2023, closing a stake of 1,523 shares — an estimated $263K sold.

Lido Advisors first reported a position in ALG in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 230 funds tracked by Wall St. Rank hold ALG as of Q4 2023.

Lido Advisors reported no remaining Alamo Group position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 1,523 Alamo Group shares in Q4 2023, an estimated $263K.
Lido Advisors first reported a position in Alamo Group in Q3 2023 and held it in 1 quarter.
Lido Advisors's Alamo Group position peaked at $263K in Q3 2023.
230 funds tracked by Wall St. Rank held Alamo Group as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.