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Level Financial Advisors’s Lee Enterprises LEE Stock Holding History

Level 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
2024
Q1 		– Sell
-1,552
Closed -$12.2K – 179
2023
Q4 		$12.2K Hold
1,552
– – 0.01% 182
2023
Q3 		$16.6K Hold
1,552
– – 0.01% 160
2023
Q2 		$20.7K Hold
1,552
– – 0.01% 145
2023
Q1 		$19.3K Hold
1,552
– – 0.01% 136
2022
Q4 		$29K Hold
1,552
– – 0.02% 113
2022
Q3 		$27K Hold
1,552
– – 0.02% 123
2022
Q2 		$29K Hold
1,552
– – 0.02% 132
2022
Q1 		$42K Hold
1,552
– – 0.03% 102
2021
Q4 		$54K Buy
+1,552
New +$39.4K 0.04% 89

Other funds holding LEE

SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Level Financial Advisors's LEE Position: Q1 2024 in Review

Level Financial Advisors sold out of Lee Enterprises (LEE) in Q1 2024, closing a stake of 1,552 shares — an estimated $12.2K sold.

Level Financial Advisors first reported a position in LEE in Q4 2021 and held it in 9 quarters. The position peaked at $54K in Q4 2021. 35 funds tracked by Wall St. Rank hold LEE as of Q1 2024.

  • Level Financial Advisors reported no remaining Lee Enterprises position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,552 Lee Enterprises shares in Q1 2024, an estimated $12.2K.
  • Level Financial Advisors first reported a position in Lee Enterprises in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Lee Enterprises position peaked at $54K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.