Lee, Danner & Bass’s Liberty Energy LBRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$99.5K	–	503
2024 Q4	$99.5K	Buy	+5,000	New	+$92.5K	0.01%	271

Other funds holding LBRT

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 5,000 shares — an estimated $99.5K sold.

Lee, Danner & Bass first reported a position in LBRT in Q4 2024 and held it in 1 quarter. The position peaked at $99.5K in Q4 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

Lee, Danner & Bass reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 5,000 Liberty Energy shares in Q1 2025, an estimated $99.5K.
Lee, Danner & Bass first reported a position in Liberty Energy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Liberty Energy position peaked at $99.5K in Q4 2024.
313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

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