LDB
BTI icon

Lee, Danner & Bass’s British American Tobacco BTI Stock Holding History

Lee, Danner & Bass’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-132
Closed -$4.79K – 282
2024
Q4 		$4.79K Buy
+132
New +$4.77K ﹤0.01% 601

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lee, Danner & Bass sold out of British American Tobacco (BTI) in Q1 2025, closing a stake of 132 shares — an estimated $4.79K sold.

Lee, Danner & Bass first reported a position in BTI in Q4 2024 and held it in 1 quarter. The position peaked at $4.79K in Q4 2024. 644 funds tracked by Wall St. Rank hold BTI as of Q1 2025.

  • Lee, Danner & Bass reported no remaining British American Tobacco position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 132 British American Tobacco shares in Q1 2025, an estimated $4.79K.
  • Lee, Danner & Bass first reported a position in British American Tobacco in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's British American Tobacco position peaked at $4.79K in Q4 2024.
  • 644 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2025.

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