Lido Advisors
SCSC icon

Lido Advisors’s Scansource SCSC Stock Holding History

Lido Advisors’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,739
Closed -$372K – 1234
2022
Q4 		$372K Buy
12,739
+1,105
+9% +$32.8K ﹤0.01% 722
2022
Q3 		$307K Buy
+11,634
New +$351K ﹤0.01% 742
2022
Q2 		– Sell
-11,606
Closed -$403K – 1050
2022
Q1 		$403K Buy
+11,606
New +$384K ﹤0.01% 681

Other funds holding SCSC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lido Advisors's SCSC Position: Q1 2023 in Review

Lido Advisors sold out of Scansource (SCSC) in Q1 2023, closing a stake of 12,739 shares — an estimated $372K sold.

Lido Advisors first reported a position in SCSC in Q1 2022 and held it in 3 quarters. The position peaked at $403K in Q1 2022. 163 funds tracked by Wall St. Rank hold SCSC as of Q1 2023.

  • Lido Advisors reported no remaining Scansource position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 12,739 Scansource shares in Q1 2023, an estimated $372K.
  • Lido Advisors first reported a position in Scansource in Q1 2022 and held it in 3 quarters.
  • Lido Advisors's Scansource position peaked at $403K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Scansource as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.