Lee, Danner & Bass’s ENI E Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-120	Closed	-$3.28K	–	348
2024 Q4	$3.28K	Buy	+120	New	+$3.52K	﹤0.01%	635

Other funds holding E

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Lee, Danner & Bass sold out of ENI (E) in Q1 2025, closing a stake of 120 shares — an estimated $3.28K sold.

Lee, Danner & Bass first reported a position in E in Q4 2024 and held it in 1 quarter. The position peaked at $3.28K in Q4 2024. 207 funds tracked by Wall St. Rank hold E as of Q1 2025.

Lee, Danner & Bass reported no remaining ENI position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 120 ENI shares in Q1 2025, an estimated $3.28K.
Lee, Danner & Bass first reported a position in ENI in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's ENI position peaked at $3.28K in Q4 2024.
207 funds tracked by Wall St. Rank held ENI as of Q1 2025.

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