Lee, Danner & Bass’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-409	Closed	-$15.7K	–	381
2024 Q4	$15.7K	Buy	+409	New	+$15.1K	﹤0.01%	490

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Flex (FLEX) in Q1 2025, closing a stake of 409 shares — an estimated $15.7K sold.

Lee, Danner & Bass first reported a position in FLEX in Q4 2024 and held it in 1 quarter. The position peaked at $15.7K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

Lee, Danner & Bass reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 409 Flex shares in Q1 2025, an estimated $15.7K.
Lee, Danner & Bass first reported a position in Flex in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Flex position peaked at $15.7K in Q4 2024.
582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

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