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Lee, Danner & Bass’s Trump Media & Technology Group DJT Stock Holding History

Lee, Danner & Bass’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$171 – 734
2024
Q4 		$171 Buy
+5
New +$159 ﹤0.01% 741

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 5 shares — an estimated $171 sold.

Lee, Danner & Bass first reported a position in DJT in Q4 2024 and held it in 1 quarter. The position peaked at $171 in Q4 2024. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 5 Trump Media & Technology Group shares in Q1 2025, an estimated $171.
  • Lee, Danner & Bass first reported a position in Trump Media & Technology Group in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Trump Media & Technology Group position peaked at $171 in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

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