Lido Advisors
HSII

Lido Advisors’s Heidrick & Struggles HSII Stock Holding History

Lido Advisors’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,450
Closed -$369K – 1042
2021
Q4 		$369K Buy
8,450
+3,044
+56% +$138K ﹤0.01% 727
2021
Q3 		$241K Buy
+5,406
New +$228K ﹤0.01% 824

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's HSII Position: Q1 2022 in Review

Lido Advisors sold out of Heidrick & Struggles (HSII) in Q1 2022, closing a stake of 8,450 shares — an estimated $369K sold.

Lido Advisors first reported a position in HSII in Q3 2021 and held it in 2 quarters. The position peaked at $369K in Q4 2021. 176 funds tracked by Wall St. Rank hold HSII as of Q1 2022.

  • Lido Advisors reported no remaining Heidrick & Struggles position as of Q1 2022 after selling out during the quarter.
  • Lido Advisors sold 8,450 Heidrick & Struggles shares in Q1 2022, an estimated $369K.
  • Lido Advisors first reported a position in Heidrick & Struggles in Q3 2021 and held it in 2 quarters.
  • Lido Advisors's Heidrick & Struggles position peaked at $369K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2022.

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