LF
DDS icon

Lee Financial’s Dillards DDS Stock Holding History

Lee Financial’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$2.97K – 313
2023
Q4 		$2.97K Hold
7
– – ﹤0.01% 662
2023
Q3 		$2.32K Hold
7
– – ﹤0.01% 651
2023
Q2 		$2.29K Hold
7
– – ﹤0.01% 635
2023
Q1 		$2.16K Sell
7
-2
-22% -$711 ﹤0.01% 664
2022
Q4 		$2.91K Hold
9
– – ﹤0.01% 624
2022
Q3 		$2K Hold
9
– – ﹤0.01% 661
2022
Q2 		$2K Hold
9
– – ﹤0.01% 680
2022
Q1 		$2K Hold
9
– – ﹤0.01% 632
2021
Q4 		$2K Hold
9
– – ﹤0.01% 722
2021
Q3 		$2K Buy
+9
New +$1.71K ﹤0.01% 603

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee Financial's DDS Position: Q1 2024 in Review

Lee Financial sold out of Dillards (DDS) in Q1 2024, closing a stake of 7 shares — an estimated $2.97K sold.

Lee Financial first reported a position in DDS in Q3 2021 and held it in 10 quarters. The position peaked at $2.97K in Q4 2023. 243 funds tracked by Wall St. Rank hold DDS as of Q1 2024.

  • Lee Financial reported no remaining Dillards position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 7 Dillards shares in Q1 2024, an estimated $2.97K.
  • Lee Financial first reported a position in Dillards in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Dillards position peaked at $2.97K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held Dillards as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.