Creative Planning’s Lee Enterprises LEE Stock Holding History

Creative Planning’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	-1,683	Closed	-$21K	–	2667
2020 Q4	$21K	Hold	1,683	–	–	﹤0.01%	2179
2020 Q3	$14K	Hold	1,683	–	–	﹤0.01%	2002
2020 Q2	$16K	Hold	1,683	–	–	﹤0.01%	1846
2020 Q1	$17K	Sell	1,683 -200	-11%	-$2.85K	﹤0.01%	1739
2019 Q4	$27K	Buy	1,883 +200	+12%	+$3.57K	﹤0.01%	1857
2019 Q3	$34K	Hold	1,683	–	–	﹤0.01%	1822
2019 Q2	$38K	Hold	1,683	–	–	﹤0.01%	1839
2019 Q1	$56K	Hold	1,683	–	–	﹤0.01%	1768
2018 Q4	$36K	Hold	1,683	–	–	﹤0.01%	1744
2018 Q3	$45K	Hold	1,683	–	–	﹤0.01%	1889
2018 Q2	$48K	Hold	1,683	–	–	﹤0.01%	1853
2018 Q1	$33K	Hold	1,683	–	–	﹤0.01%	1855
2017 Q4	$40K	Hold	1,683	–	–	﹤0.01%	1817
2017 Q3	$37K	Buy	+1,683	New	+$33.8K	﹤0.01%	1801
2015 Q2	–	Sell	-50	Closed	-$2K	–	2144
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	3882
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	3827
2014 Q3	$2K	Buy	+50	New	+$1.98K	﹤0.01%	3672

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

Creative Planning's LEE Position: Q1 2021 in Review

Creative Planning sold out of Lee Enterprises (LEE) in Q1 2021, closing a stake of 1,683 shares — an estimated $21K sold.

Creative Planning first reported a position in LEE in Q3 2014 and held it in 17 quarters. The position peaked at $56K in Q1 2019. 43 funds tracked by Wall St. Rank hold LEE as of Q1 2021.

Creative Planning reported no remaining Lee Enterprises position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 1,683 Lee Enterprises shares in Q1 2021, an estimated $21K.
Creative Planning first reported a position in Lee Enterprises in Q3 2014 and held it in 17 quarters.
Creative Planning's Lee Enterprises position peaked at $56K in Q1 2019.
43 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.