Lido Advisors
WCC

Lido Advisors’s WESCO International WCC Stock Holding History

Lido Advisors’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,614
Closed -$647K – 1325
2023
Q2 		$647K Buy
3,614
+1,035
+40% +$151K ﹤0.01% 656
2023
Q1 		$399K Sell
2,579
-1,309
-34% -$196K ﹤0.01% 773
2022
Q4 		$487K Sell
3,888
-186
-5% -$23.4K 0.01% 599
2022
Q3 		$486K Sell
4,074
-82
-2% -$10.3K 0.01% 557
2022
Q2 		$445K Sell
4,156
-245
-6% -$30.2K 0.01% 583
2022
Q1 		$572K Buy
4,401
+296
+7% +$37.1K 0.01% 562
2021
Q4 		$540K Buy
4,105
+1,391
+51% +$178K 0.01% 589
2021
Q3 		$312K Buy
+2,714
New +$299K ﹤0.01% 743

Other funds holding WCC

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return