Geneos Wealth Management’s Lee Enterprises LEE Stock Holding History

Geneos 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
2020 Q1	–	Sell	-720	Closed	-$10K	–	2555
2019 Q4	$10K	Buy	720 +620	+620%	+$11.1K	﹤0.01%	1974
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	2306
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	2316
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	2161
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	2208
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	2262
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	2115
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	2109
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	2031
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1982
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	2008
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	1899
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	1872
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	1702
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	1751
2016 Q1	$1K	Buy	+100	New	+$1.56K	﹤0.01%	1732

Other funds holding LEE

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

AGC

Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ETM

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Geneos Wealth Management's LEE Position: Q1 2020 in Review

Geneos Wealth Management sold out of Lee Enterprises (LEE) in Q1 2020, closing a stake of 720 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in LEE in Q1 2016 and held it in 16 quarters. The position peaked at $10K in Q4 2019. 79 funds tracked by Wall St. Rank hold LEE as of Q1 2020.

Geneos Wealth Management reported no remaining Lee Enterprises position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 720 Lee Enterprises shares in Q1 2020, an estimated $10K.
Geneos Wealth Management first reported a position in Lee Enterprises in Q1 2016 and held it in 16 quarters.
Geneos Wealth Management's Lee Enterprises position peaked at $10K in Q4 2019.
79 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.