Lee, Danner & Bass’s Donaldson DCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,350	Closed	-$90.9K	–	325
2024 Q4	$90.9K	Buy	+1,350	New	+$99.6K	0.01%	283

Other funds holding DCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Lee, Danner & Bass sold out of Donaldson (DCI) in Q1 2025, closing a stake of 1,350 shares — an estimated $90.9K sold.

Lee, Danner & Bass first reported a position in DCI in Q4 2024 and held it in 1 quarter. The position peaked at $90.9K in Q4 2024. 519 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

Lee, Danner & Bass reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,350 Donaldson shares in Q1 2025, an estimated $90.9K.
Lee, Danner & Bass first reported a position in Donaldson in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Donaldson position peaked at $90.9K in Q4 2024.
519 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

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