Lee, Danner & Bass’s Celsius Holdings CELH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45	Closed	-$1.19K	–	299
2024 Q4	$1.19K	Buy	+45	New	+$1.33K	﹤0.01%	706

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Celsius Holdings (CELH) in Q1 2025, closing a stake of 45 shares — an estimated $1.19K sold.

Lee, Danner & Bass first reported a position in CELH in Q4 2024 and held it in 1 quarter. The position peaked at $1.19K in Q4 2024. 483 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

Lee, Danner & Bass reported no remaining Celsius Holdings position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 45 Celsius Holdings shares in Q1 2025, an estimated $1.19K.
Lee, Danner & Bass first reported a position in Celsius Holdings in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Celsius Holdings position peaked at $1.19K in Q4 2024.
483 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

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