Lee, Danner & Bass’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11	Closed	-$5.48K	–	644
2024 Q4	$5.48K	Buy	+11	New	+$5.58K	﹤0.01%	588

Other funds holding SPGI

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lee, Danner & Bass sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 11 shares — an estimated $5.48K sold.

Lee, Danner & Bass first reported a position in SPGI in Q4 2024 and held it in 1 quarter. The position peaked at $5.48K in Q4 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

Lee, Danner & Bass reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 11 S&P Global shares in Q1 2025, an estimated $5.48K.
Lee, Danner & Bass first reported a position in S&P Global in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's S&P Global position peaked at $5.48K in Q4 2024.
2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

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