Lido Advisors’s Medalist Diversified Inc MDRR Stock Holding History

Lido Advisors’s Portfolio MDRR Stock Details MDRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-625	Closed	-$8.35K	–	1269
2023 Q1	$8.35K	Buy	+625	New	+$8.95K	﹤0.01%	1141

Other funds holding MDRR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Lido Advisors's MDRR Position: Q2 2023 in Review

Lido Advisors sold out of Medalist Diversified Inc (MDRR) in Q2 2023, closing a stake of 625 shares — an estimated $8.35K sold.

Lido Advisors first reported a position in MDRR in Q1 2023 and held it in 1 quarter. The position peaked at $8.35K in Q1 2023. 4 funds tracked by Wall St. Rank hold MDRR as of Q2 2023.

Lido Advisors reported no remaining Medalist Diversified Inc position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 625 Medalist Diversified Inc shares in Q2 2023, an estimated $8.35K.
Lido Advisors first reported a position in Medalist Diversified Inc in Q1 2023 and held it in 1 quarter.
Lido Advisors's Medalist Diversified Inc position peaked at $8.35K in Q1 2023.
4 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.