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Lee Financial’s Designer Brands DBI Stock Holding History

Lee Financial’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,852
Closed -$22K – 489
2020
Q4 		$22K Hold
2,852
– – 0.01% 274
2020
Q3 		$15K Hold
2,852
– – ﹤0.01% 342
2020
Q2 		$19K Buy
2,852
+48
+2% +$290 0.01% 282
2020
Q1 		$14K Buy
2,804
+43
+2% +$557 ﹤0.01% 259
2019
Q4 		$43K Buy
2,761
+41
+2% +$679 0.01% 200
2019
Q3 		$47K Buy
+2,720
New +$46.1K 0.01% 196
2019
Q2 		– Sell
-2,655
Closed -$59K – 522
2019
Q1 		$59K Buy
2,655
+24
+0.9% +$629 0.01% 184
2018
Q4 		$65K Buy
2,631
+20
+0.8% +$537 0.02% 170
2018
Q3 		$88K Buy
2,611
+24
+0.9% +$701 0.02% 170
2018
Q2 		$67K Buy
2,587
+29
+1% +$693 0.02% 242
2018
Q1 		$57K Buy
2,558
+23
+0.9% +$472 0.01% 249
2017
Q4 		$54K Buy
2,535
+24
+1% +$493 0.02% 185
2017
Q3 		$54K Hold
2,511
– – 0.02% 178
2017
Q2 		$44K Buy
2,511
+52
+2% +$970 0.02% 198
2017
Q1 		$51K Buy
2,459
+22
+0.9% +$456 0.02% 172
2016
Q4 		$55K Buy
+2,437
New +$55.3K 0.03% 170

Other funds holding DBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lee Financial's DBI Position: Q1 2021 in Review

Lee Financial sold out of Designer Brands (DBI) in Q1 2021, closing a stake of 2,852 shares — an estimated $22K sold.

Lee Financial first reported a position in DBI in Q4 2016 and held it in 16 quarters. The position peaked at $88K in Q3 2018. 205 funds tracked by Wall St. Rank hold DBI as of Q1 2021.

  • Lee Financial reported no remaining Designer Brands position as of Q1 2021 after selling out during the quarter.
  • Lee Financial sold 2,852 Designer Brands shares in Q1 2021, an estimated $22K.
  • Lee Financial first reported a position in Designer Brands in Q4 2016 and held it in 16 quarters.
  • Lee Financial's Designer Brands position peaked at $88K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Designer Brands as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.