Lido Advisors
CHCO icon

Lido Advisors’s City Holding Co CHCO Stock Holding History

Lido Advisors’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,619
Closed -$237K – 1360
2023
Q3 		$237K Buy
+2,619
New +$243K ﹤0.01% 1023
2023
Q1 		– Sell
-4,680
Closed -$436K – 1161
2022
Q4 		$436K Buy
4,680
+272
+6% +$26.2K 0.01% 642
2022
Q3 		$390K Buy
+4,408
New +$377K ﹤0.01% 631

Other funds holding CHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's CHCO Position: Q4 2023 in Review

Lido Advisors sold out of City Holding Co (CHCO) in Q4 2023, closing a stake of 2,619 shares — an estimated $237K sold.

Lido Advisors first reported a position in CHCO in Q3 2022 and held it in 3 quarters. The position peaked at $436K in Q4 2022. 200 funds tracked by Wall St. Rank hold CHCO as of Q4 2023.

  • Lido Advisors reported no remaining City Holding Co position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 2,619 City Holding Co shares in Q4 2023, an estimated $237K.
  • Lido Advisors first reported a position in City Holding Co in Q3 2022 and held it in 3 quarters.
  • Lido Advisors's City Holding Co position peaked at $436K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held City Holding Co as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.