Lee, Danner & Bass’s Alarm.com ALRM Stock Holding History

Lee, Danner & Bass’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-90	Closed	-$5.47K	–	237
2024 Q4	$5.47K	Buy	+90	New	+$5.36K	﹤0.01%	591

Other funds holding ALRM

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lee, Danner & Bass's ALRM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Alarm.com (ALRM) in Q1 2025, closing a stake of 90 shares — an estimated $5.47K sold.

Lee, Danner & Bass first reported a position in ALRM in Q4 2024 and held it in 1 quarter. The position peaked at $5.47K in Q4 2024. 308 funds tracked by Wall St. Rank hold ALRM as of Q1 2025.

Lee, Danner & Bass reported no remaining Alarm.com position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 90 Alarm.com shares in Q1 2025, an estimated $5.47K.
Lee, Danner & Bass first reported a position in Alarm.com in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Alarm.com position peaked at $5.47K in Q4 2024.
308 funds tracked by Wall St. Rank held Alarm.com as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.