Lido Advisors
THS

Lido Advisors’s Treehouse Foods THS Stock Holding History

Lido Advisors’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,195
Closed -$312K – 1310
2023
Q2 		$312K Sell
6,195
-1,741
-22% -$89.3K ﹤0.01% 912
2023
Q1 		$400K Buy
7,936
+1,652
+26% +$79.9K ﹤0.01% 766
2022
Q4 		$310K Buy
6,284
+497
+9% +$23.6K ﹤0.01% 780
2022
Q3 		$245K Buy
+5,787
New +$260K ﹤0.01% 833

Other funds holding THS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lido Advisors's THS Position: Q3 2023 in Review

Lido Advisors sold out of Treehouse Foods (THS) in Q3 2023, closing a stake of 6,195 shares — an estimated $312K sold.

Lido Advisors first reported a position in THS in Q3 2022 and held it in 4 quarters. The position peaked at $400K in Q1 2023. 232 funds tracked by Wall St. Rank hold THS as of Q3 2023.

  • Lido Advisors reported no remaining Treehouse Foods position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 6,195 Treehouse Foods shares in Q3 2023, an estimated $312K.
  • Lido Advisors first reported a position in Treehouse Foods in Q3 2022 and held it in 4 quarters.
  • Lido Advisors's Treehouse Foods position peaked at $400K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Treehouse Foods as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.