Lee Financial’s Dyadic International DYAI Stock Holding History

Lee Financial’s Portfolio DYAI Stock Details DYAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,000	Closed	-$3.69K	–	847
2022 Q4	$3.69K	Hold	3,000	–	–	﹤0.01%	594
2022 Q3	$6K	Hold	3,000	–	–	﹤0.01%	505
2022 Q2	$9K	Hold	3,000	–	–	﹤0.01%	461
2022 Q1	$9K	Sell	3,000 -1,000	-25%	-$3.75K	﹤0.01%	448
2021 Q4	$18K	Buy	4,000 +1,000	+33%	+$4.26K	﹤0.01%	392
2021 Q3	$17K	Buy	+3,000	New	+$14K	﹤0.01%	352
2021 Q1	–	Sell	-1,000	Closed	-$5K	–	491
2020 Q4	$5K	Sell	1,000 -1,000	-50%	-$6.58K	﹤0.01%	422
2020 Q3	$15K	Buy	2,000 +1,000	+100%	+$8.27K	﹤0.01%	343
2020 Q2	$9K	Hold	1,000	–	–	﹤0.01%	378
2020 Q1	$5K	Sell	1,000 -1,000	-50%	-$5.28K	﹤0.01%	375
2019 Q4	$10K	Hold	2,000	–	–	﹤0.01%	344
2019 Q3	$12K	Buy	+2,000	New	+$11.7K	﹤0.01%	316

Other funds holding DYAI

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

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

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Lee Financial's DYAI Position: Q1 2023 in Review

Lee Financial sold out of Dyadic International (DYAI) in Q1 2023, closing a stake of 3,000 shares — an estimated $3.69K sold.

Lee Financial first reported a position in DYAI in Q3 2019 and held it in 12 quarters. The position peaked at $18K in Q4 2021. 32 funds tracked by Wall St. Rank hold DYAI as of Q1 2023.

Lee Financial reported no remaining Dyadic International position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3,000 Dyadic International shares in Q1 2023, an estimated $3.69K.
Lee Financial first reported a position in Dyadic International in Q3 2019 and held it in 12 quarters.
Lee Financial's Dyadic International position peaked at $18K in Q4 2021.
32 funds tracked by Wall St. Rank held Dyadic International as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.