Lee, Danner & Bass’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-62	Closed	-$63.6K	–	276
2024 Q4	$63.6K	Buy	+62	New	+$62.9K	0.01%	325

Other funds holding BLK

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Blackrock (BLK) in Q1 2025, closing a stake of 62 shares — an estimated $63.6K sold.

Lee, Danner & Bass first reported a position in BLK in Q4 2024 and held it in 1 quarter. The position peaked at $63.6K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

Lee, Danner & Bass reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 62 Blackrock shares in Q1 2025, an estimated $63.6K.
Lee, Danner & Bass first reported a position in Blackrock in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Blackrock position peaked at $63.6K in Q4 2024.
2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

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