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Bogle Investment Management’s Lee Enterprises LEE Stock Holding History

Bogle Investment 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
2014
Q3 		– Sell
-27,753
Closed -$1.23M – 373
2014
Q2 		$1.23M Sell
27,753
-4,950
-15% -$207K 0.08% 227
2014
Q1 		$1.46M Buy
+32,703
New +$1.46M 0.1% 244

Other funds holding LEE

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's LEE Position: Q3 2014 in Review

Bogle Investment Management sold out of Lee Enterprises (LEE) in Q3 2014, closing a stake of 27,753 shares — an estimated $1.23M sold.

Bogle Investment Management first reported a position in LEE in Q1 2014 and held it in 2 quarters. The position peaked at $1.46M in Q1 2014. 90 funds tracked by Wall St. Rank hold LEE as of Q3 2014.

  • Bogle Investment Management reported no remaining Lee Enterprises position as of Q3 2014 after selling out during the quarter.
  • Bogle Investment Management sold 27,753 Lee Enterprises shares in Q3 2014, an estimated $1.23M.
  • Bogle Investment Management first reported a position in Lee Enterprises in Q1 2014 and held it in 2 quarters.
  • Bogle Investment Management's Lee Enterprises position peaked at $1.46M in Q1 2014.
  • 90 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2014.

Based on Bogle Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.