Lido Advisors
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Lido Advisors’s Bath & Body Works BBWI Stock Holding History

Lido Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,223
Closed -$291K – 1960
2025
Q4 		$291K Sell
12,223
-742
-6% -$16.4K ﹤0.01% 1585
2025
Q3 		$334K Sell
12,965
-708
-5% -$21K ﹤0.01% 1430
2025
Q2 		$410K Sell
13,673
-459
-3% -$13.4K ﹤0.01% 1185
2025
Q1 		$428K Sell
14,132
-1,973
-12% -$69.9K ﹤0.01% 1071
2024
Q4 		$624K Buy
16,105
+7,923
+97% +$265K ﹤0.01% 936
2024
Q3 		$261K Sell
8,182
-6,045
-42% -$200K ﹤0.01% 1215
2024
Q2 		$556K Buy
14,227
+5,011
+54% +$230K ﹤0.01% 896
2024
Q1 		$461K Buy
9,216
+4,198
+84% +$189K ﹤0.01% 931
2023
Q4 		$217K Buy
+5,018
New +$169K ﹤0.01% 1182
2020
Q3 		– Sell
-20,534
Closed -$249K – 645
2020
Q2 		$249K Buy
+20,534
New +$229K 0.01% 498

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return