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Lee, Danner & Bass’s Casey's General Stores CASY Stock Holding History

Lee, Danner & Bass’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$7.92K – 290
2024
Q4 		$7.92K Buy
+20
New +$8.06K ﹤0.01% 554

Other funds holding CASY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 20 shares — an estimated $7.92K sold.

Lee, Danner & Bass first reported a position in CASY in Q4 2024 and held it in 1 quarter. The position peaked at $7.92K in Q4 2024. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 20 Casey's General Stores shares in Q1 2025, an estimated $7.92K.
  • Lee, Danner & Bass first reported a position in Casey's General Stores in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Casey's General Stores position peaked at $7.92K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

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