Lee, Danner & Bass’s Dynex Capital DX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$2.53K	–	346
2024 Q4	$2.53K	Buy	+200	New	+$2.49K	﹤0.01%	659

Other funds holding DX

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 200 shares — an estimated $2.53K sold.

Lee, Danner & Bass first reported a position in DX in Q4 2024 and held it in 1 quarter. The position peaked at $2.53K in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

Lee, Danner & Bass reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 200 Dynex Capital shares in Q1 2025, an estimated $2.53K.
Lee, Danner & Bass first reported a position in Dynex Capital in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Dynex Capital position peaked at $2.53K in Q4 2024.
203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

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