Lido Advisors
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Lido Advisors’s Campbell Soup CPB Stock Holding History

Lido Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,354
Closed -$213K – 1516
2024
Q3 		$213K Sell
4,354
-173
-4% -$8.42K ﹤0.01% 1309
2024
Q2 		$205K Sell
4,527
-1,778
-28% -$79.3K ﹤0.01% 1280
2024
Q1 		$280K Sell
6,305
-2,781
-31% -$120K ﹤0.01% 1128
2023
Q4 		$393K Buy
9,086
+2,892
+47% +$119K ﹤0.01% 935
2023
Q3 		$254K Buy
6,194
+1,304
+27% +$57K ﹤0.01% 985
2023
Q2 		$224K Buy
+4,890
New +$252K ﹤0.01% 1069
2023
Q1 		– Sell
-4,877
Closed -$277K – 1162
2022
Q4 		$277K Buy
+4,877
New +$256K ﹤0.01% 813
2022
Q2 		– Sell
-9,197
Closed -$409K – 966
2022
Q1 		$409K Buy
+9,197
New +$407K ﹤0.01% 670

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return