Lee, Danner & Bass’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-470	Closed	-$31.9K	–	649
2024 Q4	$31.9K	Buy	+470	New	+$31.5K	﹤0.01%	401

Other funds holding SR

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Lee, Danner & Bass sold out of Spire (SR) in Q1 2025, closing a stake of 470 shares — an estimated $31.9K sold.

Lee, Danner & Bass first reported a position in SR in Q4 2024 and held it in 1 quarter. The position peaked at $31.9K in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

Lee, Danner & Bass reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 470 Spire shares in Q1 2025, an estimated $31.9K.
Lee, Danner & Bass first reported a position in Spire in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Spire position peaked at $31.9K in Q4 2024.
328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

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