Lee, Danner & Bass’s Vivmark Residential VMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$933	–	363
2024 Q4	$933	Buy	+13	New	+$955	﹤0.01%	715

Other funds holding VMRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Vivmark Residential (VMRK) in Q1 2025, closing a stake of 13 shares — an estimated $933 sold.

Lee, Danner & Bass first reported a position in VMRK in Q4 2024 and held it in 1 quarter. The position peaked at $933 in Q4 2024. 703 funds tracked by Wall St. Rank hold VMRK as of Q1 2025.

Lee, Danner & Bass reported no remaining Vivmark Residential position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 13 Vivmark Residential shares in Q1 2025, an estimated $933.
Lee, Danner & Bass first reported a position in Vivmark Residential in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Vivmark Residential position peaked at $933 in Q4 2024.
703 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2025.

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