LPL Financial
LEE icon

LPL Financial’s Lee Enterprises LEE Stock Holding History

LPL Financial’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
-2,331
Closed -$29K – 4127
2020
Q4 		$29K Sell
2,331
-1,999
-46% -$19.8K ﹤0.01% 3767
2020
Q3 		$36K Hold
4,330
– – ﹤0.01% 3463
2020
Q2 		$42K Hold
4,330
– – ﹤0.01% 3363
2020
Q1 		$43K Hold
4,330
– – ﹤0.01% 3094
2019
Q4 		$61K Hold
4,330
– – ﹤0.01% 3264
2019
Q3 		$88K Buy
4,330
+1,800
+71% +$36.7K ﹤0.01% 3159
2019
Q2 		$57K Hold
2,530
– – ﹤0.01% 3195
2019
Q1 		$83K Sell
2,530
-40
-2% -$1.14K ﹤0.01% 3086
2018
Q4 		$54K Buy
2,570
+30
+1% +$742 ﹤0.01% 3004
2018
Q3 		$67K Hold
2,540
– – ﹤0.01% 3153
2018
Q2 		$72K Hold
2,540
– – ﹤0.01% 3127
2018
Q1 		$50K Buy
2,540
+207
+9% +$4.89K ﹤0.01% 3120
2017
Q4 		$55K Buy
+2,333
New +$54.7K ﹤0.01% 2968

Other funds holding LEE

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
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Goldman Sachs
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial's LEE Position: Q1 2021 in Review

LPL Financial sold out of Lee Enterprises (LEE) in Q1 2021, closing a stake of 2,331 shares — an estimated $29K sold.

LPL Financial first reported a position in LEE in Q4 2017 and held it in 13 quarters. The position peaked at $88K in Q3 2019. 43 funds tracked by Wall St. Rank hold LEE as of Q1 2021.

  • LPL Financial reported no remaining Lee Enterprises position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 2,331 Lee Enterprises shares in Q1 2021, an estimated $29K.
  • LPL Financial first reported a position in Lee Enterprises in Q4 2017 and held it in 13 quarters.
  • LPL Financial's Lee Enterprises position peaked at $88K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.