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Summit Trail Advisors’s Lee Enterprises LEE Stock Holding History

Summit Trail 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
2023
Q3 		– Sell
-12,500
Closed -$167K – 563
2023
Q2 		$167K Buy
+12,500
New +$158K 0.01% 503

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
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Summit Trail Advisors's LEE Position: Q3 2023 in Review

Summit Trail Advisors sold out of Lee Enterprises (LEE) in Q3 2023, closing a stake of 12,500 shares — an estimated $167K sold.

Summit Trail Advisors first reported a position in LEE in Q2 2023 and held it in 1 quarter. The position peaked at $167K in Q2 2023. 36 funds tracked by Wall St. Rank hold LEE as of Q3 2023.

  • Summit Trail Advisors reported no remaining Lee Enterprises position as of Q3 2023 after selling out during the quarter.
  • Summit Trail Advisors sold 12,500 Lee Enterprises shares in Q3 2023, an estimated $167K.
  • Summit Trail Advisors first reported a position in Lee Enterprises in Q2 2023 and held it in 1 quarter.
  • Summit Trail Advisors's Lee Enterprises position peaked at $167K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2023.

Based on Summit Trail Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.