Lido Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History

Lido Advisors’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500,000	Closed	-$20K	–	918
2020 Q4	$20K	Buy	500,000 +470,000	+1,567%	+$74.8K	﹤0.01%	804
2020 Q3	$5K	Sell	30,000 -570,000	-95%	-$116K	﹤0.01%	635
2020 Q2	$164K	Hold	600,000	–	–	0.01%	562
2020 Q1	$120K	Buy	600,000 +450,000	+300%	+$306K	0.01%	551
2019 Q4	$158K	Buy	150,000 +140,000	+1,400%	+$183K	0.01%	631
2019 Q3	$13K	Buy	+10,000	New	+$10.4K	﹤0.01%	570

Other funds holding CBL

BCA

Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Lido Advisors's CBL Position: Q1 2021 in Review

Lido Advisors sold out of CBL& Associates Properties, Inc. (CBL) in Q1 2021, closing a stake of 500,000 shares — an estimated $20K sold.

Lido Advisors first reported a position in CBL in Q3 2019 and held it in 6 quarters. The position peaked at $164K in Q2 2020. 6 funds tracked by Wall St. Rank hold CBL as of Q1 2021.

Lido Advisors reported no remaining CBL& Associates Properties, Inc. position as of Q1 2021 after selling out during the quarter.
Lido Advisors sold 500,000 CBL& Associates Properties, Inc. shares in Q1 2021, an estimated $20K.
Lido Advisors first reported a position in CBL& Associates Properties, Inc. in Q3 2019 and held it in 6 quarters.
Lido Advisors's CBL& Associates Properties, Inc. position peaked at $164K in Q2 2020.
6 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.