Lido Advisors
DBRG

Lido Advisors’s DigitalBridge DBRG Stock Holding History

Lido Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-23,727
Closed -$528K – 1408
2023
Q4 		$528K Buy
+23,727
New +$391K ﹤0.01% 843
2022
Q3 		– Sell
-3,299
Closed -$64K – 964
2022
Q2 		$64K Buy
+3,299
New +$80.5K ﹤0.01% 912
2022
Q1 		– Sell
-3,049
Closed -$101K – 1014
2021
Q4 		$101K Buy
+3,049
New +$90.7K ﹤0.01% 975

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's DBRG Position: Q1 2024 in Review

Lido Advisors sold out of DigitalBridge (DBRG) in Q1 2024, closing a stake of 23,727 shares — an estimated $528K sold.

Lido Advisors first reported a position in DBRG in Q4 2021 and held it in 3 quarters. The position peaked at $528K in Q4 2023. 304 funds tracked by Wall St. Rank hold DBRG as of Q1 2024.

  • Lido Advisors reported no remaining DigitalBridge position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 23,727 DigitalBridge shares in Q1 2024, an estimated $528K.
  • Lido Advisors first reported a position in DigitalBridge in Q4 2021 and held it in 3 quarters.
  • Lido Advisors's DigitalBridge position peaked at $528K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.