Charles Schwab’s Lee Enterprises LEE Stock Holding History

Charles Schwab’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
2021 Q1	–	Sell	-1,545	Closed	-$20K	–	3508
2020 Q4	$20K	Hold	1,545	–	–	﹤0.01%	3376
2020 Q3	$13K	Hold	1,545	–	–	﹤0.01%	3328
2020 Q2	$16K	Sell	1,545 -11,121	-88%	-$106K	﹤0.01%	3304
2020 Q1	$125K	Hold	12,666	–	–	﹤0.01%	3087
2019 Q4	$180K	Hold	12,666	–	–	﹤0.01%	3052
2019 Q3	$259K	Hold	12,666	–	–	﹤0.01%	2999
2019 Q2	$284K	Buy	12,666 +11,121	+720%	+$305K	﹤0.01%	3034
2019 Q1	$51K	Hold	1,545	–	–	﹤0.01%	3121
2018 Q4	$33K	Hold	1,545	–	–	﹤0.01%	3140
2018 Q3	$41K	Buy	+1,545	New	+$45.4K	﹤0.01%	3130
2015 Q2	–	Sell	-7,860	Closed	-$250K	–	3106
2015 Q1	$250K	Hold	7,860	–	–	﹤0.01%	2897
2014 Q4	$290K	Hold	7,860	–	–	﹤0.01%	2855
2014 Q3	$266K	Hold	7,860	–	–	﹤0.01%	2854
2014 Q2	$350K	Buy	+7,860	New	+$329K	﹤0.01%	2791

Other funds holding LEE

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

SGAM

Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return

ETM

Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab's LEE Position: Q1 2021 in Review

Charles Schwab sold out of Lee Enterprises (LEE) in Q1 2021, closing a stake of 1,545 shares — an estimated $20K sold.

Charles Schwab first reported a position in LEE in Q2 2014 and held it in 14 quarters. The position peaked at $350K in Q2 2014. 43 funds tracked by Wall St. Rank hold LEE as of Q1 2021.

Charles Schwab reported no remaining Lee Enterprises position as of Q1 2021 after selling out during the quarter.
Charles Schwab sold 1,545 Lee Enterprises shares in Q1 2021, an estimated $20K.
Charles Schwab first reported a position in Lee Enterprises in Q2 2014 and held it in 14 quarters.
Charles Schwab's Lee Enterprises position peaked at $350K in Q2 2014.
43 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2021.

Based on Charles Schwab's 13F filing for Q1 2021, filed 17 May 2021.