Lido Advisors’s Koppers KOP Stock Holding History

Lido Advisors’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,216	Closed	-$314K	–	1269
2023 Q2	$314K	Sell	9,216 -3,793	-29%	-$124K	﹤0.01%	909
2023 Q1	$455K	Buy	+13,009	New	+$432K	﹤0.01%	709

Other funds holding KOP

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lido Advisors's KOP Position: Q3 2023 in Review

Lido Advisors sold out of Koppers (KOP) in Q3 2023, closing a stake of 9,216 shares — an estimated $314K sold.

Lido Advisors first reported a position in KOP in Q1 2023 and held it in 2 quarters. The position peaked at $455K in Q1 2023. 169 funds tracked by Wall St. Rank hold KOP as of Q3 2023.

Lido Advisors reported no remaining Koppers position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 9,216 Koppers shares in Q3 2023, an estimated $314K.
Lido Advisors first reported a position in Koppers in Q1 2023 and held it in 2 quarters.
Lido Advisors's Koppers position peaked at $455K in Q1 2023.
169 funds tracked by Wall St. Rank held Koppers as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.