Lido Advisors
STOR

Lido Advisors’s STORE Capital Corporation STOR Stock Holding History

Lido Advisors’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,000
Closed -$242K – 696
2020
Q2 		$242K Buy
+10,000
New +$200K 0.01% 505
2018
Q2 		– Sell
-25,000
Closed -$620K – 457
2018
Q1 		$620K Hold
25,000
– – 0.08% 156
2017
Q4 		$651K Buy
25,000
+10,000
+67% +$256K 0.09% 121
2017
Q3 		$370K Buy
+15,000
New +$365K 0.06% 176

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's STOR Position: Q3 2020 in Review

Lido Advisors sold out of STORE Capital Corporation (STOR) in Q3 2020, closing a stake of 10,000 shares — an estimated $242K sold.

Lido Advisors first reported a position in STOR in Q3 2017 and held it in 4 quarters. The position peaked at $651K in Q4 2017. 397 funds tracked by Wall St. Rank hold STOR as of Q3 2020.

  • Lido Advisors reported no remaining STORE Capital Corporation position as of Q3 2020 after selling out during the quarter.
  • Lido Advisors sold 10,000 STORE Capital Corporation shares in Q3 2020, an estimated $242K.
  • Lido Advisors first reported a position in STORE Capital Corporation in Q3 2017 and held it in 4 quarters.
  • Lido Advisors's STORE Capital Corporation position peaked at $651K in Q4 2017.
  • 397 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q3 2020.

Based on Lido Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.