Moneta Group Investment Advisors’s Lee Enterprises LEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,290
Closed -$52K 259
2020
Q1
$52K Buy
+5,290
New +$75.5K 0.01% 231
2018
Q2
Sell
-6,300
Closed -$123K 533
2018
Q1
$123K Hold
6,300
0.02% 224
2017
Q4
$148K Hold
6,300
0.02% 212
2017
Q3
$139K Hold
6,300
0.02% 195
2017
Q2
$120K Hold
6,300
0.02% 181
2017
Q1
$164K Hold
6,300
0.03% 158
2016
Q4
$183K Sell
6,300
-1,300
-17% -$38.8K 0.04% 168
2016
Q3
$285K Hold
7,600
0.06% 108
2016
Q2
$145K Hold
7,600
0.03% 157
2016
Q1
$137K Buy
7,600
+6,000
+375% +$93.8K 0.03% 162
2015
Q4
$27K Hold
1,600
0.01% 137
2015
Q3
$33K Buy
+1,600
New +$39.3K 0.01% 271
2015
Q2
Sell
-1,600
Closed -$51K 143
2015
Q1
$51K Hold
1,600
0.02% 139
2014
Q4
$59K Hold
1,600
0.03% 137
2014
Q3
$54K Buy
+1,600
New +$63.4K 0.03% 134

Other funds holding LEE

Moneta Group Investment Advisors's LEE Position: Q2 2020 in Review

Moneta Group Investment Advisors sold out of Lee Enterprises (LEE) in Q2 2020, closing a stake of 5,290 shares — an estimated $52K sold.

Moneta Group Investment Advisors first reported a position in LEE in Q3 2014 and held it in 15 quarters. The position peaked at $285K in Q3 2016. 70 funds tracked by Wall St. Rank hold LEE as of Q2 2020.

  • Moneta Group Investment Advisors reported no remaining Lee Enterprises position as of Q2 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,290 Lee Enterprises shares in Q2 2020, an estimated $52K.
  • Moneta Group Investment Advisors first reported a position in Lee Enterprises in Q3 2014 and held it in 15 quarters.
  • Moneta Group Investment Advisors's Lee Enterprises position peaked at $285K in Q3 2016.
  • 70 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.