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Whittier Trust’s Lee Enterprises LEE Stock Holding History

Whittier Trust’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
Q3 		– Sell
-371
Closed -$10K – 1543
2021
Q2 		$10K Hold
371
– – ﹤0.01% 1268
2021
Q1 		$10K Sell
371
-1
-0.3% -$20 ﹤0.01% 1253
2020
Q4 		$5K Hold
372
– – ﹤0.01% 1240
2020
Q3 		$3K Buy
+372
New +$3.34K ﹤0.01% 1297

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SGAM
Seaport Global Asset Management New York $39.9M AUM 31.23% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Whittier Trust's LEE Position: Q3 2021 in Review

Whittier Trust sold out of Lee Enterprises (LEE) in Q3 2021, closing a stake of 371 shares — an estimated $10K sold.

Whittier Trust first reported a position in LEE in Q3 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 40 funds tracked by Wall St. Rank hold LEE as of Q3 2021.

  • Whittier Trust reported no remaining Lee Enterprises position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 371 Lee Enterprises shares in Q3 2021, an estimated $10K.
  • Whittier Trust first reported a position in Lee Enterprises in Q3 2020 and held it in 4 quarters.
  • Whittier Trust's Lee Enterprises position peaked at $10K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.