Lido Advisors’s Wabash National WNC Stock Holding History

Lido Advisors’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,015	Closed	-$308K	–	1326
2023 Q2	$308K	Sell	12,015 -4,736	-28%	-$117K	﹤0.01%	920
2023 Q1	$412K	Buy	+16,751	New	+$435K	﹤0.01%	752

Other funds holding WNC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Lido Advisors's WNC Position: Q3 2023 in Review

Lido Advisors sold out of Wabash National (WNC) in Q3 2023, closing a stake of 12,015 shares — an estimated $308K sold.

Lido Advisors first reported a position in WNC in Q1 2023 and held it in 2 quarters. The position peaked at $412K in Q1 2023. 229 funds tracked by Wall St. Rank hold WNC as of Q3 2023.

Lido Advisors reported no remaining Wabash National position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 12,015 Wabash National shares in Q3 2023, an estimated $308K.
Lido Advisors first reported a position in Wabash National in Q1 2023 and held it in 2 quarters.
Lido Advisors's Wabash National position peaked at $412K in Q1 2023.
229 funds tracked by Wall St. Rank held Wabash National as of Q3 2023.

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