Lido Advisors’s Stellar Bancorp STEL Stock Holding History

Lido Advisors’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,638	Closed	-$262K	–	1299
2023 Q1	$262K	Buy	+10,638	New	+$299K	﹤0.01%	915

Other funds holding STEL

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lido Advisors's STEL Position: Q2 2023 in Review

Lido Advisors sold out of Stellar Bancorp (STEL) in Q2 2023, closing a stake of 10,638 shares — an estimated $262K sold.

Lido Advisors first reported a position in STEL in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 153 funds tracked by Wall St. Rank hold STEL as of Q2 2023.

Lido Advisors reported no remaining Stellar Bancorp position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 10,638 Stellar Bancorp shares in Q2 2023, an estimated $262K.
Lido Advisors first reported a position in Stellar Bancorp in Q1 2023 and held it in 1 quarter.
Lido Advisors's Stellar Bancorp position peaked at $262K in Q1 2023.
153 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.