Lido Advisors’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Lido Advisors’s Portfolio TRHC Stock Details TRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,000	Closed	-$243K	–	696
2019 Q4	$243K	Buy	+5,000	New	+$234K	0.01%	567
2019 Q3	–	Sell	-22,000	Closed	-$1.1M	–	616
2019 Q2	$1.1M	Sell	22,000 -1,675	-7%	-$83.4K	0.06%	170
2019 Q1	$1.33M	Sell	23,675 -6,325	-21%	-$377K	0.09%	142
2018 Q4	$1.91M	Buy	30,000 +4,000	+15%	+$283K	0.19%	79
2018 Q3	$2.11M	Buy	26,000 +4,600	+21%	+$337K	0.21%	73
2018 Q2	$1.36M	Buy	+21,400	New	+$1.05M	0.16%	92

Other funds holding TRHC

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lido Advisors's TRHC Position: Q1 2020 in Review

Lido Advisors sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q1 2020, closing a stake of 5,000 shares — an estimated $243K sold.

Lido Advisors first reported a position in TRHC in Q2 2018 and held it in 6 quarters. The position peaked at $2.11M in Q3 2018. 176 funds tracked by Wall St. Rank hold TRHC as of Q1 2020.

Lido Advisors reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Lido Advisors sold 5,000 Tabula Rasa HealthCare, Inc. Common Stock shares in Q1 2020, an estimated $243K.
Lido Advisors first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q2 2018 and held it in 6 quarters.
Lido Advisors's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $2.11M in Q3 2018.
176 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q1 2020.

Based on Lido Advisors's 13F filing for Q1 2020, filed 13 May 2020.