Lido Advisors
CIM

Lido Advisors’s Chimera Investment CIM Stock Holding History

Lido Advisors’s Portfolio CIM Stock Details CIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-33,573
Closed -$592K – 1236
2023
Q2 		$592K Buy
33,573
+7,202
+27% +$115K 0.01% 681
2023
Q1 		$446K Buy
+26,371
New +$505K 0.01% 718
2022
Q4 		– Sell
-6,797
Closed -$106K – 1042
2022
Q3 		$106K Sell
6,797
-441
-6% -$11.5K ﹤0.01% 910
2022
Q2 		$191K Sell
7,238
-226
-3% -$6.7K ﹤0.01% 879
2022
Q1 		$269K Hold
7,464
– – 0.01% 845
2021
Q4 		$337K Sell
7,464
-388
-5% -$18.3K 0.01% 756
2021
Q3 		$349K Buy
7,852
+742
+10% +$33.3K 0.01% 707
2021
Q2 		$328K Buy
7,110
+313
+5% +$13K 0.01% 686
2021
Q1 		$265K Hold
6,797
– – 0.01% 704
2020
Q4 		$215K Buy
+6,797
New +$197K 0.01% 747

Other funds holding CIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return