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Strategic Investment Opportunities’s Lee Enterprises LEE Stock Holding History

Strategic Investment Opportunities’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
Q3 		$3.04M Sell
172,882
-35,170
-17% -$655K 81.04% 1
2022
Q2 		$3.95M Sell
208,052
-133,962
-39% -$2.93M 83.8% 1
2022
Q1 		$9.21M Sell
342,014
-29,103
-8% -$974K 14.41% 4
2021
Q4 		$12.8M Buy
+371,117
New +$9.42M 18.85% 2

Other funds holding LEE

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $353M AUM 30.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Investment Opportunities's LEE Position: Q3 2022 in Review

Strategic Investment Opportunities reduced its Lee Enterprises (LEE) stake by 17% in Q3 2022, selling an estimated $655K and leaving 172,882 shares worth $3.04M. The position accounts for 81.04% of the portfolio, ranked #1.

Strategic Investment Opportunities first reported a position in LEE in Q4 2021 and has held it in 4 quarters since. The position peaked at $12.8M in Q4 2021. 41 funds tracked by Wall St. Rank hold LEE as of Q3 2022.

  • Strategic Investment Opportunities held 172,882 shares of Lee Enterprises worth $3.04M as of Q3 2022.
  • Strategic Investment Opportunities sold 35,170 Lee Enterprises shares in Q3 2022, an estimated $655K.
  • Lee Enterprises made up 81.04% of Strategic Investment Opportunities's portfolio in Q3 2022, its #1 holding.
  • Strategic Investment Opportunities first reported a position in Lee Enterprises in Q4 2021 and has held it in 4 quarters since.
  • Strategic Investment Opportunities's Lee Enterprises position peaked at $12.8M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2022.

Based on Strategic Investment Opportunities's 13F filing for Q3 2022, filed 14 Nov 2022.