RWM
LEE icon

Ritholtz Wealth Management’s Lee Enterprises LEE Stock Holding History

Ritholtz 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
2022
Q1 		– Sell
-7,459
Closed -$258K – 585
2021
Q4 		$258K Buy
+7,459
New +$189K 0.02% 445
2020
Q1 		– Sell
-1,651
Closed -$23K – 194
2019
Q4 		$23K Sell
1,651
-168
-9% -$3K ﹤0.01% 153
2019
Q3 		$37K Sell
1,819
-736
-29% -$15K 0.01% 131
2019
Q2 		$57K Buy
2,555
+1,555
+156% +$42.6K 0.01% 129
2019
Q1 		$33K Buy
+1,000
New +$28.5K 0.01% 127

Other funds holding LEE

CC
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Ritholtz Wealth Management's LEE Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Lee Enterprises (LEE) in Q1 2022, closing a stake of 7,459 shares — an estimated $258K sold.

Ritholtz Wealth Management first reported a position in LEE in Q1 2019 and held it in 5 quarters. The position peaked at $258K in Q4 2021. 50 funds tracked by Wall St. Rank hold LEE as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Lee Enterprises position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,459 Lee Enterprises shares in Q1 2022, an estimated $258K.
  • Ritholtz Wealth Management first reported a position in Lee Enterprises in Q1 2019 and held it in 5 quarters.
  • Ritholtz Wealth Management's Lee Enterprises position peaked at $258K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.