Lido Advisors
CSGS

Lido Advisors’s CSG Systems International CSGS Stock Holding History

Lido Advisors’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,355
Closed -$421K – 1165
2022
Q4 		$421K Buy
7,355
+608
+9% +$35.7K 0.01% 664
2022
Q3 		$356K Buy
+6,747
New +$393K ﹤0.01% 671
2022
Q2 		– Sell
-6,632
Closed -$421K – 968
2022
Q1 		$421K Buy
+6,632
New +$399K ﹤0.01% 656

Other funds holding CSGS

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lido Advisors's CSGS Position: Q1 2023 in Review

Lido Advisors sold out of CSG Systems International (CSGS) in Q1 2023, closing a stake of 7,355 shares — an estimated $421K sold.

Lido Advisors first reported a position in CSGS in Q1 2022 and held it in 3 quarters. The position peaked at $421K in Q1 2022. 238 funds tracked by Wall St. Rank hold CSGS as of Q1 2023.

  • Lido Advisors reported no remaining CSG Systems International position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 7,355 CSG Systems International shares in Q1 2023, an estimated $421K.
  • Lido Advisors first reported a position in CSG Systems International in Q1 2022 and held it in 3 quarters.
  • Lido Advisors's CSG Systems International position peaked at $421K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held CSG Systems International as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.