Jacobs Levy Equity Management’s Lee Enterprises LEE Stock Holding History

Jacobs Levy Equity 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
2021 Q4	–	Sell	-42,647	Closed	-$966K	–	1029
2021 Q3	$966K	Buy	42,647 +4,818	+13%	+$122K	0.01%	754
2021 Q2	$1.07M	Sell	37,829 -3,469	-8%	-$102K	0.01%	729
2021 Q1	$1.06M	Buy	+41,298	New	+$825K	0.01%	727
2020 Q1	–	Sell	-8,818	Closed	-$125K	–	1049
2019 Q4	$125K	Buy	8,818 +3,684	+72%	+$65.7K	﹤0.01%	968
2019 Q3	$105K	Sell	5,134 -720	-12%	-$14.7K	﹤0.01%	888
2019 Q2	$131K	Sell	5,854 -590	-9%	-$16.2K	﹤0.01%	906
2019 Q1	$213K	Sell	6,444 -1,447	-18%	-$41.2K	﹤0.01%	889
2018 Q4	$166K	Buy	+7,891	New	+$195K	﹤0.01%	903
2017 Q2	–	Sell	-8,554	Closed	-$222K	–	974
2017 Q1	$222K	Buy	+8,554	New	+$243K	﹤0.01%	774

Other funds holding LEE

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

SIO

Strategic Investment Opportunities Denver, Colorado $3.75M AUM 8.47% 1-Year Est. Return

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

SCM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

NSIM

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

Jacobs Levy Equity Management's LEE Position: Q4 2021 in Review

Jacobs Levy Equity Management sold out of Lee Enterprises (LEE) in Q4 2021, closing a stake of 42,647 shares — an estimated $966K sold.

Jacobs Levy Equity Management first reported a position in LEE in Q1 2017 and held it in 9 quarters. The position peaked at $1.07M in Q2 2021. 55 funds tracked by Wall St. Rank hold LEE as of Q4 2021.

Jacobs Levy Equity Management reported no remaining Lee Enterprises position as of Q4 2021 after selling out during the quarter.
Jacobs Levy Equity Management sold 42,647 Lee Enterprises shares in Q4 2021, an estimated $966K.
Jacobs Levy Equity Management first reported a position in Lee Enterprises in Q1 2017 and held it in 9 quarters.
Jacobs Levy Equity Management's Lee Enterprises position peaked at $1.07M in Q2 2021.
55 funds tracked by Wall St. Rank held Lee Enterprises as of Q4 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2021, filed 14 Feb 2022.