Lido Advisors’s CTS Corp CTS Stock Holding History

Lido Advisors’s Portfolio CTS Stock Details CTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,959	Closed	-$382K	–	1243
2023 Q2	$382K	Sell	8,959 -2,901	-24%	-$127K	﹤0.01%	829
2023 Q1	$587K	Buy	+11,860	New	+$531K	0.01%	623

Other funds holding CTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's CTS Position: Q3 2023 in Review

Lido Advisors sold out of CTS Corp (CTS) in Q3 2023, closing a stake of 8,959 shares — an estimated $382K sold.

Lido Advisors first reported a position in CTS in Q1 2023 and held it in 2 quarters. The position peaked at $587K in Q1 2023. 199 funds tracked by Wall St. Rank hold CTS as of Q3 2023.

Lido Advisors reported no remaining CTS Corp position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 8,959 CTS Corp shares in Q3 2023, an estimated $382K.
Lido Advisors first reported a position in CTS Corp in Q1 2023 and held it in 2 quarters.
Lido Advisors's CTS Corp position peaked at $587K in Q1 2023.
199 funds tracked by Wall St. Rank held CTS Corp as of Q3 2023.

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