Lido Advisors’s Douglas Dynamics PLOW Stock Holding History

Lido Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,817	Closed	-$265K	–	652
2019 Q4	$265K	Buy	4,817 +170	+4%	+$8.58K	0.01%	545
2019 Q3	$207K	Buy	+4,647	New	+$195K	0.01%	543
2018 Q4	–	Sell	-4,966	Closed	-$218K	–	473
2018 Q3	$218K	Buy	4,966 +425	+9%	+$19.8K	0.02%	405
2018 Q2	$217K	Buy	+4,541	New	+$205K	0.03%	389

Other funds holding PLOW

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lido Advisors's PLOW Position: Q1 2020 in Review

Lido Advisors sold out of Douglas Dynamics (PLOW) in Q1 2020, closing a stake of 4,817 shares — an estimated $265K sold.

Lido Advisors first reported a position in PLOW in Q2 2018 and held it in 4 quarters. The position peaked at $265K in Q4 2019. 141 funds tracked by Wall St. Rank hold PLOW as of Q1 2020.

Lido Advisors reported no remaining Douglas Dynamics position as of Q1 2020 after selling out during the quarter.
Lido Advisors sold 4,817 Douglas Dynamics shares in Q1 2020, an estimated $265K.
Lido Advisors first reported a position in Douglas Dynamics in Q2 2018 and held it in 4 quarters.
Lido Advisors's Douglas Dynamics position peaked at $265K in Q4 2019.
141 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2020.

Based on Lido Advisors's 13F filing for Q1 2020, filed 13 May 2020.