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Lloyd Advisory Services’s Diodes DIOD Stock Holding History

Lloyd Advisory Services’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,910
Closed -$387K – 198
2023
Q3 		$387K Buy
+4,910
New +$413K 0.13% 154
2022
Q2 		– Sell
-2
Closed – – 182
2022
Q1 		$0 Buy
+2
New +$182 ﹤0.01% 613

Other funds holding DIOD

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lloyd Advisory Services's DIOD Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Diodes (DIOD) in Q4 2023, closing a stake of 4,910 shares — an estimated $387K sold.

Lloyd Advisory Services first reported a position in DIOD in Q1 2022 and held it in 2 quarters. The position peaked at $387K in Q3 2023. 336 funds tracked by Wall St. Rank hold DIOD as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Diodes position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,910 Diodes shares in Q4 2023, an estimated $387K.
  • Lloyd Advisory Services first reported a position in Diodes in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's Diodes position peaked at $387K in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Diodes as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.