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April 23, 2024
Lee Danner & Bass Inc. acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,882 shares of the network technology company’s stock, valued at approximately $555,000. Several other institutional […]
April 23, 2024
Lee Danner & Bass Inc. lessened its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 31.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,444 shares of the company’s stock after selling 3,801 shares during the quarter. Lee Danner & Bass Inc.’s holdings […]
April 23, 2024
Lee Danner & Bass Inc. trimmed its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,045 shares of the company’s stock after selling 300 shares during the quarter. Lee […]
April 23, 2024
Lee Danner & Bass Inc. decreased its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 6.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,391 shares of the company’s stock after selling 100 shares during the period. Lee Danner & Bass Inc.’s […]
April 23, 2024
Lee Danner & Bass Inc. lessened its position in Phillips 66 (NYSE:PSX – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,776 shares of the oil and gas company’s stock after selling 570 shares during […]
April 23, 2024
Lee Danner & Bass Inc. raised its position in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 118.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,775 shares of the financial services provider’s stock after purchasing an additional 11,825 shares […]
April 23, 2024
Lee Danner & Bass Inc. increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 0.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,127 shares of the credit-card processor’s stock after acquiring an additional 259 shares during […]
April 23, 2024
SlateStone Wealth LLC decreased its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,243 shares of the insurance provider’s stock after selling 58 shares during the period. […]
April 22, 2024
Lee Danner & Bass Inc. cut its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 3.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 220,824 shares of the company’s stock after selling 6,739 shares during the quarter. Mondelez International makes up approximately 1.4% of Lee Danner & Bass Inc.’s investment portfolio, […]
April 22, 2024
Lee Danner & Bass Inc. decreased its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 8.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 124,605 shares of the medical technology company’s stock after selling 11,174 shares during the quarter. Medtronic comprises […]