Lido Advisors
DLY

Lido Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Lido Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-149,089
Closed -$2.79M – 1017
2021
Q4 		$2.79M Sell
149,089
-11,029
-7% -$210K 0.03% 223
2021
Q3 		$3.06M Buy
+160,118
New +$3.16M 0.04% 211

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lido Advisors's DLY Position: Q1 2022 in Review

Lido Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2022, closing a stake of 149,089 shares — an estimated $2.79M sold.

Lido Advisors first reported a position in DLY in Q3 2021 and held it in 2 quarters. The position peaked at $3.06M in Q3 2021. 52 funds tracked by Wall St. Rank hold DLY as of Q1 2022.

  • Lido Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Lido Advisors sold 149,089 DoubleLine Yield Opportunities Fund shares in Q1 2022, an estimated $2.79M.
  • Lido Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2021 and held it in 2 quarters.
  • Lido Advisors's DoubleLine Yield Opportunities Fund position peaked at $3.06M in Q3 2021.
  • 52 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.