Lido Advisors
CNXN icon

Lido Advisors’s PC Connection CNXN Stock Holding History

Lido Advisors’s Portfolio CNXN Stock Details CNXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,418
Closed -$335K – 1238
2023
Q2 		$335K Sell
7,418
-3,064
-29% -$134K ﹤0.01% 877
2023
Q1 		$471K Buy
10,482
+2,150
+26% +$98.1K ﹤0.01% 693
2022
Q4 		$391K Buy
8,332
+582
+8% +$29.2K ﹤0.01% 699
2022
Q3 		$349K Buy
+7,750
New +$366K ﹤0.01% 679

Other funds holding CNXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors's CNXN Position: Q3 2023 in Review

Lido Advisors sold out of PC Connection (CNXN) in Q3 2023, closing a stake of 7,418 shares — an estimated $335K sold.

Lido Advisors first reported a position in CNXN in Q3 2022 and held it in 4 quarters. The position peaked at $471K in Q1 2023. 123 funds tracked by Wall St. Rank hold CNXN as of Q3 2023.

  • Lido Advisors reported no remaining PC Connection position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 7,418 PC Connection shares in Q3 2023, an estimated $335K.
  • Lido Advisors first reported a position in PC Connection in Q3 2022 and held it in 4 quarters.
  • Lido Advisors's PC Connection position peaked at $471K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held PC Connection as of Q3 2023.

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