Lido Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-155,723
| Closed | -$453K | – | 1099 |
|
|
2022
Q3 | $453K | Buy |
155,723
+10,000
| +7% | +$47.5K | 0.01% | 580 |
|
|
2022
Q2 | $488K | Buy |
145,723
+26,665
| +22% | +$176K | 0.01% | 554 |
|
|
2022
Q1 | $1.13M | Buy |
119,058
+32,391
| +37% | +$432K | 0.01% | 377 |
|
|
2021
Q4 | $1.33M | Buy |
86,667
+19,707
| +29% | +$423K | 0.01% | 350 |
|
|
2021
Q3 | $1.95M | Hold |
66,960
| – | – | 0.03% | 274 |
|
|
2021
Q2 | $2.5M | Buy |
66,960
+6,667
| +11% | +$217K | 0.03% | 231 |
|
|
2021
Q1 | $1.74M | Buy |
60,293
+26,293
| +77% | +$782K | 0.03% | 243 |
|
|
2020
Q4 | $510K | Buy |
34,000
+14,000
| +70% | +$158K | 0.01% | 474 |
|
|
2020
Q3 | $166K | Sell |
20,000
-667
| -3% | -$10.5K | ﹤0.01% | 602 |
|
|
2020
Q2 | $422K | Sell |
20,667
-18,848
| -48% | -$340K | 0.01% | 374 |
|
|
2020
Q1 | $540K | Buy |
39,515
+17,315
| +78% | +$839K | 0.02% | 309 |
|
|
2019
Q4 | $1.77M | Buy |
22,200
+1,533
| +7% | +$128K | 0.07% | 165 |
|
|
2019
Q3 | $1.77M | Buy |
20,667
+15,334
| +288% | +$1.3M | 0.09% | 141 |
|
|
2019
Q2 | $520K | Buy |
+5,333
| New | +$519K | 0.03% | 296 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$356K | – | 432 |
|
|
2017
Q4 | $356K | Sell |
2,000
-1,489
| -43% | -$242K | 0.05% | 202 |
|
|
2017
Q3 | $508K | Buy |
+3,489
| New | +$574K | 0.08% | 146 |
|
Other funds holding PEI
Lido Advisors's PEI Position: Q4 2022 in Review
Lido Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 155,723 shares — an estimated $453K sold.
Lido Advisors first reported a position in PEI in Q3 2017 and held it in 16 quarters. The position peaked at $2.5M in Q2 2021. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.
- Lido Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
- Lido Advisors sold 155,723 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $453K.
- Lido Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2017 and held it in 16 quarters.
- Lido Advisors's Pennsylvania Real Estate Investment Trust position peaked at $2.5M in Q2 2021.
- 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.
Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.