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Accel Wealth Management’s Lee Enterprises LEE Stock Holding History

Accel Wealth Management’s Portfolio LEE Stock Details LEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-48
Closed -$1K – 1048
2022
Q1 		$1K Hold
48
– – ﹤0.01% 907
2021
Q4 		$2K Buy
+48
New +$1.22K ﹤0.01% 881
2021
Q3 		– Sell
-48
Closed -$1K – 859
2021
Q2 		$1K Buy
+48
New +$1.42K ﹤0.01% 884

Other funds holding LEE

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIO
Strategic Investment Opportunities Denver, Colorado $3.75M AUM 8.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Accel Wealth Management's LEE Position: Q2 2022 in Review

Accel Wealth Management sold out of Lee Enterprises (LEE) in Q2 2022, closing a stake of 48 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in LEE in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 43 funds tracked by Wall St. Rank hold LEE as of Q2 2022.

  • Accel Wealth Management reported no remaining Lee Enterprises position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 48 Lee Enterprises shares in Q2 2022, an estimated $1K.
  • Accel Wealth Management first reported a position in Lee Enterprises in Q2 2021 and held it in 3 quarters.
  • Accel Wealth Management's Lee Enterprises position peaked at $2K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.