Lido Advisors’s Brady Corp BRC Stock Holding History

Lido Advisors’s Portfolio BRC Stock Details BRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28,991	Closed	-$1.38M	–	1228
2023 Q2	$1.38M	Buy	+28,991	New	+$1.46M	0.01%	454
2022 Q1	–	Sell	-7,193	Closed	-$387K	–	1000
2021 Q4	$387K	Buy	7,193 +2,554	+55%	+$134K	﹤0.01%	706
2021 Q3	$235K	Buy	+4,639	New	+$244K	﹤0.01%	838

Other funds holding BRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lido Advisors's BRC Position: Q3 2023 in Review

Lido Advisors sold out of Brady Corp (BRC) in Q3 2023, closing a stake of 28,991 shares — an estimated $1.38M sold.

Lido Advisors first reported a position in BRC in Q3 2021 and held it in 3 quarters. The position peaked at $1.38M in Q2 2023. 228 funds tracked by Wall St. Rank hold BRC as of Q3 2023.

Lido Advisors reported no remaining Brady Corp position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 28,991 Brady Corp shares in Q3 2023, an estimated $1.38M.
Lido Advisors first reported a position in Brady Corp in Q3 2021 and held it in 3 quarters.
Lido Advisors's Brady Corp position peaked at $1.38M in Q2 2023.
228 funds tracked by Wall St. Rank held Brady Corp as of Q3 2023.

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