Lido Advisors’s Plexus PLXS Stock Holding History

Lido Advisors’s Portfolio PLXS Stock Details PLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,243	Closed	-$319K	–	1283
2023 Q2	$319K	Sell	3,243 -1,299	-29%	-$119K	﹤0.01%	901
2023 Q1	$443K	Buy	+4,542	New	+$455K	﹤0.01%	722
2022 Q1	–	Sell	-3,903	Closed	-$374K	–	1073
2021 Q4	$374K	Buy	3,903 +1,401	+56%	+$129K	﹤0.01%	719
2021 Q3	$223K	Buy	+2,502	New	+$223K	﹤0.01%	875

Other funds holding PLXS

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lido Advisors's PLXS Position: Q3 2023 in Review

Lido Advisors sold out of Plexus (PLXS) in Q3 2023, closing a stake of 3,243 shares — an estimated $319K sold.

Lido Advisors first reported a position in PLXS in Q3 2021 and held it in 4 quarters. The position peaked at $443K in Q1 2023. 242 funds tracked by Wall St. Rank hold PLXS as of Q3 2023.

Lido Advisors reported no remaining Plexus position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 3,243 Plexus shares in Q3 2023, an estimated $319K.
Lido Advisors first reported a position in Plexus in Q3 2021 and held it in 4 quarters.
Lido Advisors's Plexus position peaked at $443K in Q1 2023.
242 funds tracked by Wall St. Rank held Plexus as of Q3 2023.

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