LDB
GRDN

Lee, Danner & Bass’s Guardian Pharmacy Services GRDN Stock Holding History

Lee, Danner & Bass’s Portfolio GRDN Stock Details GRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$12.2K – 738
2024
Q4 		$12.2K Buy
+600
New +$12.4K ﹤0.01% 515

Other funds holding GRDN

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Guardian Pharmacy Services (GRDN) in Q1 2025, closing a stake of 600 shares — an estimated $12.2K sold.

Lee, Danner & Bass first reported a position in GRDN in Q4 2024 and held it in 1 quarter. The position peaked at $12.2K in Q4 2024. 74 funds tracked by Wall St. Rank hold GRDN as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Guardian Pharmacy Services position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 600 Guardian Pharmacy Services shares in Q1 2025, an estimated $12.2K.
  • Lee, Danner & Bass first reported a position in Guardian Pharmacy Services in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Guardian Pharmacy Services position peaked at $12.2K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q1 2025.

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