Lee, Danner & Bass’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-145	Closed	-$1.93K	–	267
2024 Q4	$1.93K	Buy	+145	New	+$1.88K	﹤0.01%	681

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Barclays (BCS) in Q1 2025, closing a stake of 145 shares — an estimated $1.93K sold.

Lee, Danner & Bass first reported a position in BCS in Q4 2024 and held it in 1 quarter. The position peaked at $1.93K in Q4 2024. 406 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

Lee, Danner & Bass reported no remaining Barclays position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 145 Barclays shares in Q1 2025, an estimated $1.93K.
Lee, Danner & Bass first reported a position in Barclays in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Barclays position peaked at $1.93K in Q4 2024.
406 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

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