Lido Advisors’s Celgene Corp CELG Stock Holding History

Lido Advisors’s Portfolio CELG Stock Details CELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,290	Closed	-$327K	–	697
2019 Q3	$327K	Sell	3,290 -129	-4%	-$12.3K	0.02%	427
2019 Q2	$316K	Sell	3,419 -6,826	-67%	-$648K	0.02%	414
2019 Q1	$966K	Sell	10,245 -5,011	-33%	-$438K	0.06%	186
2018 Q4	$977K	Buy	15,256 +609	+4%	+$45K	0.1%	131
2018 Q3	$1.31M	Buy	14,647 +9,736	+198%	+$860K	0.13%	100
2018 Q2	$390K	Buy	4,911 +479	+11%	+$39.8K	0.04%	256
2018 Q1	$395K	Buy	+4,432	New	+$425K	0.05%	232
2017 Q3	–	Sell	-1,549	Closed	-$201K	–	347
2017 Q2	$201K	Buy	+1,549	New	+$190K	0.04%	248

Other funds holding CELG

Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

PCMC

Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Lido Advisors's CELG Position: Q4 2019 in Review

Lido Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,290 shares — an estimated $327K sold.

Lido Advisors first reported a position in CELG in Q2 2017 and held it in 8 quarters. The position peaked at $1.31M in Q3 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Lido Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Lido Advisors sold 3,290 Celgene Corp shares in Q4 2019, an estimated $327K.
Lido Advisors first reported a position in Celgene Corp in Q2 2017 and held it in 8 quarters.
Lido Advisors's Celgene Corp position peaked at $1.31M in Q3 2018.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Lido Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.