Lee, Danner & Bass’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-150	Closed	-$12.7K	–	744
2024 Q4	$12.7K	Buy	+150	New	+$12.3K	﹤0.01%	509

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lee, Danner & Bass sold out of Block Inc (XYZ) in Q1 2025, closing a stake of 150 shares — an estimated $12.7K sold.

Lee, Danner & Bass first reported a position in XYZ in Q4 2024 and held it in 1 quarter. The position peaked at $12.7K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold XYZ as of Q1 2025.

Lee, Danner & Bass reported no remaining Block Inc position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 150 Block Inc shares in Q1 2025, an estimated $12.7K.
Lee, Danner & Bass first reported a position in Block Inc in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Block Inc position peaked at $12.7K in Q4 2024.
1,009 funds tracked by Wall St. Rank held Block Inc as of Q1 2025.

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