Lido Advisors
TEAM icon

Lido Advisors’s Atlassian TEAM Stock Holding History

Lido Advisors’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,070
Closed -$492K – 2130
2025
Q4 		$492K Buy
3,070
+149
+5% +$23.4K ﹤0.01% 1304
2025
Q3 		$467K Buy
2,921
+897
+44% +$162K ﹤0.01% 1257
2025
Q2 		$411K Buy
2,024
+228
+13% +$47.5K ﹤0.01% 1180
2025
Q1 		$381K Buy
1,796
+8
+0.4% +$2.11K ﹤0.01% 1113
2024
Q4 		$435K Buy
1,788
+104
+6% +$23.8K ﹤0.01% 1053
2024
Q3 		$268K Buy
1,684
+54
+3% +$8.88K ﹤0.01% 1208
2024
Q2 		$288K Sell
1,630
-1,006
-38% -$180K ﹤0.01% 1147
2024
Q1 		$514K Buy
2,636
+1,339
+103% +$292K ﹤0.01% 893
2023
Q4 		$309K Sell
1,297
-60
-4% -$11.8K ﹤0.01% 1025
2023
Q3 		$273K Buy
1,357
+30
+2% +$5.7K ﹤0.01% 953
2023
Q2 		$223K Sell
1,327
-237
-15% -$38K ﹤0.01% 1071
2023
Q1 		$268K Buy
+1,564
New +$249K ﹤0.01% 906

Other funds holding TEAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return