Lido Advisors’s abrdn Healthcare Investors HQH Stock Holding History

Lido Advisors’s Portfolio HQH Stock Details HQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-20,301	Closed	-$362K	–	631
2020 Q1	$362K	Buy	20,301 +1,551	+8%	+$30.6K	0.02%	387
2019 Q4	$392K	Buy	18,750 +5,750	+44%	+$114K	0.02%	436
2019 Q3	$238K	Buy	+13,000	New	+$251K	0.01%	500

Other funds holding HQH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Lido Advisors's HQH Position: Q2 2020 in Review

Lido Advisors sold out of abrdn Healthcare Investors (HQH) in Q2 2020, closing a stake of 20,301 shares — an estimated $362K sold.

Lido Advisors first reported a position in HQH in Q3 2019 and held it in 3 quarters. The position peaked at $392K in Q4 2019. 102 funds tracked by Wall St. Rank hold HQH as of Q2 2020.

Lido Advisors reported no remaining abrdn Healthcare Investors position as of Q2 2020 after selling out during the quarter.
Lido Advisors sold 20,301 abrdn Healthcare Investors shares in Q2 2020, an estimated $362K.
Lido Advisors first reported a position in abrdn Healthcare Investors in Q3 2019 and held it in 3 quarters.
Lido Advisors's abrdn Healthcare Investors position peaked at $392K in Q4 2019.
102 funds tracked by Wall St. Rank held abrdn Healthcare Investors as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.