Lido Advisors’s Buckle BKE Stock Holding History

Lido Advisors’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,350	Closed	-$289K	–	1226
2023 Q2	$289K	Sell	8,350 -3,194	-28%	-$107K	﹤0.01%	948
2023 Q1	$412K	Buy	+11,544	New	+$473K	﹤0.01%	751
2022 Q3	–	Sell	-9,161	Closed	-$253K	–	951
2022 Q2	$253K	Buy	+9,161	New	+$287K	﹤0.01%	801

Other funds holding BKE

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lido Advisors's BKE Position: Q3 2023 in Review

Lido Advisors sold out of Buckle (BKE) in Q3 2023, closing a stake of 8,350 shares — an estimated $289K sold.

Lido Advisors first reported a position in BKE in Q2 2022 and held it in 3 quarters. The position peaked at $412K in Q1 2023. 230 funds tracked by Wall St. Rank hold BKE as of Q3 2023.

Lido Advisors reported no remaining Buckle position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 8,350 Buckle shares in Q3 2023, an estimated $289K.
Lido Advisors first reported a position in Buckle in Q2 2022 and held it in 3 quarters.
Lido Advisors's Buckle position peaked at $412K in Q1 2023.
230 funds tracked by Wall St. Rank held Buckle as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.