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United Capital Financial Advisors’s Lee Enterprises LEE Stock Holding History

United Capital Financial 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
2021
Q1 		– Sell
-2,500
Closed -$32K – 1216
2020
Q4 		$32K Hold
2,500
– – ﹤0.01% 1178
2020
Q3 		$21K Hold
2,500
– – ﹤0.01% 1143
2020
Q2 		$25K Hold
2,500
– – ﹤0.01% 1175
2020
Q1 		$25K Hold
2,500
– – ﹤0.01% 1162
2019
Q4 		$36K Hold
2,500
– – ﹤0.01% 1346
2019
Q3 		$51K Hold
2,500
– – ﹤0.01% 1266
2019
Q2 		$56K Buy
+2,500
New +$68.5K ﹤0.01% 1428

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

United Capital Financial Advisors's LEE Position: Q1 2021 in Review

United Capital Financial Advisors sold out of Lee Enterprises (LEE) in Q1 2021, closing a stake of 2,500 shares — an estimated $32K sold.

United Capital Financial Advisors first reported a position in LEE in Q2 2019 and held it in 7 quarters. The position peaked at $56K in Q2 2019. 43 funds tracked by Wall St. Rank hold LEE as of Q1 2021.

  • United Capital Financial Advisors reported no remaining Lee Enterprises position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,500 Lee Enterprises shares in Q1 2021, an estimated $32K.
  • United Capital Financial Advisors first reported a position in Lee Enterprises in Q2 2019 and held it in 7 quarters.
  • United Capital Financial Advisors's Lee Enterprises position peaked at $56K in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2021.

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