Lido Advisors’s Warner Music WMG Stock Holding History

Lido Advisors’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,309	Closed	-$441K	–	1480
2023 Q4	$441K	Buy	+12,309	New	+$406K	﹤0.01%	905

Other funds holding WMG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Lido Advisors's WMG Position: Q1 2024 in Review

Lido Advisors sold out of Warner Music (WMG) in Q1 2024, closing a stake of 12,309 shares — an estimated $441K sold.

Lido Advisors first reported a position in WMG in Q4 2023 and held it in 1 quarter. The position peaked at $441K in Q4 2023. 250 funds tracked by Wall St. Rank hold WMG as of Q1 2024.

Lido Advisors reported no remaining Warner Music position as of Q1 2024 after selling out during the quarter.
Lido Advisors sold 12,309 Warner Music shares in Q1 2024, an estimated $441K.
Lido Advisors first reported a position in Warner Music in Q4 2023 and held it in 1 quarter.
Lido Advisors's Warner Music position peaked at $441K in Q4 2023.
250 funds tracked by Wall St. Rank held Warner Music as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.