Lido Advisors’s Home BancShares HOMB Stock Holding History

Lido Advisors’s Portfolio HOMB Stock Details HOMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-24,174	Closed	-$551K	–	1194
2022 Q4	$551K	Hold	24,174	–	–	0.01%	561
2022 Q3	$544K	Hold	24,174	–	–	0.01%	528
2022 Q2	$502K	Hold	24,174	–	–	0.01%	541
2022 Q1	$546K	Hold	24,174	–	–	0.01%	582
2021 Q4	$588K	Hold	24,174	–	–	0.01%	561
2021 Q3	$568K	Hold	24,174	–	–	0.01%	544
2021 Q2	$597K	Hold	24,174	–	–	0.01%	495
2021 Q1	$654K	Hold	24,174	–	–	0.01%	431
2020 Q4	$470K	Hold	24,174	–	–	0.01%	496
2020 Q3	$366K	Hold	24,174	–	–	0.01%	440
2020 Q2	$372K	Hold	24,174	–	–	0.01%	403
2020 Q1	$290K	Buy	+24,174	New	+$419K	0.01%	425

Other funds holding HOMB

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lido Advisors's HOMB Position: Q1 2023 in Review

Lido Advisors sold out of Home BancShares (HOMB) in Q1 2023, closing a stake of 24,174 shares — an estimated $551K sold.

Lido Advisors first reported a position in HOMB in Q1 2020 and held it in 12 quarters. The position peaked at $654K in Q1 2021. 267 funds tracked by Wall St. Rank hold HOMB as of Q1 2023.

Lido Advisors reported no remaining Home BancShares position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 24,174 Home BancShares shares in Q1 2023, an estimated $551K.
Lido Advisors first reported a position in Home BancShares in Q1 2020 and held it in 12 quarters.
Lido Advisors's Home BancShares position peaked at $654K in Q1 2021.
267 funds tracked by Wall St. Rank held Home BancShares as of Q1 2023.

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