Lido Advisors’s TruBridge TBRG Stock Holding History

Lido Advisors’s Portfolio TBRG Stock Details TBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,093	Closed	-$356K	–	1267
2022 Q4	$356K	Buy	13,093 +1,184	+10%	+$33.8K	﹤0.01%	742
2022 Q3	$332K	Buy	+11,909	New	+$367K	﹤0.01%	719

Other funds holding TBRG

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BCM

Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

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

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

Lido Advisors's TBRG Position: Q1 2023 in Review

Lido Advisors sold out of TruBridge (TBRG) in Q1 2023, closing a stake of 13,093 shares — an estimated $356K sold.

Lido Advisors first reported a position in TBRG in Q3 2022 and held it in 2 quarters. The position peaked at $356K in Q4 2022. 146 funds tracked by Wall St. Rank hold TBRG as of Q1 2023.

Lido Advisors reported no remaining TruBridge position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 13,093 TruBridge shares in Q1 2023, an estimated $356K.
Lido Advisors first reported a position in TruBridge in Q3 2022 and held it in 2 quarters.
Lido Advisors's TruBridge position peaked at $356K in Q4 2022.
146 funds tracked by Wall St. Rank held TruBridge as of Q1 2023.

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