LDB
GRX

Lee, Danner & Bass’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Lee, Danner & Bass’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-425
Closed -$4.1K – 419
2024
Q4 		$4.1K Buy
+425
New +$4.4K ﹤0.01% 616

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2025, closing a stake of 425 shares — an estimated $4.1K sold.

Lee, Danner & Bass first reported a position in GRX in Q4 2024 and held it in 1 quarter. The position peaked at $4.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold GRX as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 425 Gabelli Healthcare & Wellness Trust shares in Q1 2025, an estimated $4.1K.
  • Lee, Danner & Bass first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Gabelli Healthcare & Wellness Trust position peaked at $4.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2025.

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