Lido Advisors’s National Bank Holdings NBHC Stock Holding History

Lido Advisors’s Portfolio NBHC Stock Details NBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,401	Closed	-$338K	–	1020
2022 Q1	$338K	Buy	+8,401	New	+$373K	﹤0.01%	762

Other funds holding NBHC

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lido Advisors's NBHC Position: Q2 2022 in Review

Lido Advisors sold out of National Bank Holdings (NBHC) in Q2 2022, closing a stake of 8,401 shares — an estimated $338K sold.

Lido Advisors first reported a position in NBHC in Q1 2022 and held it in 1 quarter. The position peaked at $338K in Q1 2022. 161 funds tracked by Wall St. Rank hold NBHC as of Q2 2022.

Lido Advisors reported no remaining National Bank Holdings position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 8,401 National Bank Holdings shares in Q2 2022, an estimated $338K.
Lido Advisors first reported a position in National Bank Holdings in Q1 2022 and held it in 1 quarter.
Lido Advisors's National Bank Holdings position peaked at $338K in Q1 2022.
161 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.