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Lee, Danner & Bass’s Caleres CAL Stock Holding History

Lee, Danner & Bass’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,500
Closed -$81.1K – 288
2024
Q4 		$81.1K Buy
+3,500
New +$103K 0.01% 296

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Caleres (CAL) in Q1 2025, closing a stake of 3,500 shares — an estimated $81.1K sold.

Lee, Danner & Bass first reported a position in CAL in Q4 2024 and held it in 1 quarter. The position peaked at $81.1K in Q4 2024. 184 funds tracked by Wall St. Rank hold CAL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Caleres position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 3,500 Caleres shares in Q1 2025, an estimated $81.1K.
  • Lee, Danner & Bass first reported a position in Caleres in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Caleres position peaked at $81.1K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Caleres as of Q1 2025.

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