CAPTRUST Financial Advisors
LEE icon

CAPTRUST Financial Advisors’s Lee Enterprises LEE Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-5,523
Closed -$105K – 3152
2022
Q2 		$105K Buy
+5,523
New +$121K ﹤0.01% 2160
2022
Q1 		– Sell
-5,523
Closed -$191K – 5037
2021
Q4 		$191K Buy
5,523
+1,876
+51% +$47.6K ﹤0.01% 1675
2021
Q3 		$83K Hold
3,647
– – ﹤0.01% 2219
2021
Q2 		$103K Hold
3,647
– – ﹤0.01% 2009
2021
Q1 		$94K Buy
3,647
+921
+34% +$18.4K ﹤0.01% 2002
2020
Q4 		$34K Buy
+2,726
New +$26.9K ﹤0.01% 2002
2020
Q3 		– Sell
-2,726
Closed -$26K – 3155
2020
Q2 		$26K Buy
+2,726
New +$26.1K ﹤0.01% 1844

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $353M AUM 30.94% 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
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors's LEE Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Lee Enterprises (LEE) in Q3 2022, closing a stake of 5,523 shares — an estimated $105K sold.

CAPTRUST Financial Advisors first reported a position in LEE in Q2 2020 and held it in 7 quarters. The position peaked at $191K in Q4 2021. 41 funds tracked by Wall St. Rank hold LEE as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Lee Enterprises position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,523 Lee Enterprises shares in Q3 2022, an estimated $105K.
  • CAPTRUST Financial Advisors first reported a position in Lee Enterprises in Q2 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Lee Enterprises position peaked at $191K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.