Lido Advisors
WIRE

Lido Advisors’s Encore Wire Corp WIRE Stock Holding History

Lido Advisors’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,850
Closed -$338K – 1455
2023
Q3 		$338K Buy
1,850
+70
+4% +$11.9K ﹤0.01% 876
2023
Q2 		$331K Sell
1,780
-656
-27% -$111K ﹤0.01% 879
2023
Q1 		$451K Buy
+2,436
New +$415K ﹤0.01% 712

Other funds holding WIRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's WIRE Position: Q4 2023 in Review

Lido Advisors sold out of Encore Wire Corp (WIRE) in Q4 2023, closing a stake of 1,850 shares — an estimated $338K sold.

Lido Advisors first reported a position in WIRE in Q1 2023 and held it in 3 quarters. The position peaked at $451K in Q1 2023. 357 funds tracked by Wall St. Rank hold WIRE as of Q4 2023.

  • Lido Advisors reported no remaining Encore Wire Corp position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 1,850 Encore Wire Corp shares in Q4 2023, an estimated $338K.
  • Lido Advisors first reported a position in Encore Wire Corp in Q1 2023 and held it in 3 quarters.
  • Lido Advisors's Encore Wire Corp position peaked at $451K in Q1 2023.
  • 357 funds tracked by Wall St. Rank held Encore Wire Corp as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.