Lido Advisors’s Diodes DIOD Stock Holding History

Lido Advisors’s Portfolio DIOD Stock Details DIOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,410	Closed	-$269K	–	1364
2023 Q3	$269K	Buy	+3,410	New	+$287K	﹤0.01%	961
2019 Q1	–	Sell	-9,763	Closed	-$314K	–	525
2018 Q4	$314K	Buy	9,763 +15	+0.2%	+$479	0.03%	299
2018 Q3	$324K	Buy	9,748 +1,062	+12%	+$38.4K	0.03%	321
2018 Q2	$299K	Buy	+8,686	New	+$286K	0.03%	309

Other funds holding DIOD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lido Advisors's DIOD Position: Q4 2023 in Review

Lido Advisors sold out of Diodes (DIOD) in Q4 2023, closing a stake of 3,410 shares — an estimated $269K sold.

Lido Advisors first reported a position in DIOD in Q2 2018 and held it in 4 quarters. The position peaked at $324K in Q3 2018. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

Lido Advisors reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 3,410 Diodes shares in Q4 2023, an estimated $269K.
Lido Advisors first reported a position in Diodes in Q2 2018 and held it in 4 quarters.
Lido Advisors's Diodes position peaked at $324K in Q3 2018.
336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.