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Aperio Group’s Lennar Class A LEN Stock Holding History

Aperio Group’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$15.8M Sell
214,576
-2,049
-0.9% -$153K 0.05% 387
2020
Q3 		$17.1M Buy
216,625
+2,661
+1% +$189K 0.06% 315
2020
Q2 		$12.8M Sell
213,964
-15,405
-7% -$787K 0.05% 385
2020
Q1 		$8.48M Sell
229,369
-31,638
-12% -$1.79M 0.04% 468
2019
Q4 		$14.1M Buy
261,007
+12,530
+5% +$715K 0.05% 400
2019
Q3 		$13.4M Sell
248,477
-3,429
-1% -$167K 0.05% 393
2019
Q2 		$11.8M Buy
251,906
+16,543
+7% +$825K 0.05% 422
2019
Q1 		$11.2M Buy
235,363
+16,437
+8% +$744K 0.05% 422
2018
Q4 		$8.3M Buy
218,926
+15,602
+8% +$636K 0.04% 466
2018
Q3 		$9.19M Buy
203,324
+7,315
+4% +$368K 0.04% 464
2018
Q2 		$9.96M Sell
196,009
-35,366
-15% -$1.85M 0.05% 435
2018
Q1 		$13.2M Buy
231,375
+71,944
+45% +$4.34M 0.07% 343
2017
Q4 		$9.76M Buy
159,431
+3,255
+2% +$185K 0.05% 422
2017
Q3 		$7.85M Buy
156,176
+9,961
+7% +$497K 0.04% 456
2017
Q2 		$7.42M Buy
146,215
+12,808
+10% +$630K 0.05% 461
2017
Q1 		$6.5M Buy
133,407
+128
+0.1% +$5.8K 0.04% 457
2016
Q4 		$5.45M Sell
133,279
-24,559
-16% -$993K 0.04% 472
2016
Q3 		$6.36M Buy
157,838
+15,735
+11% +$697K 0.05% 459
2016
Q2 		$6.24M Buy
142,103
+24,602
+21% +$1.08M 0.05% 442
2016
Q1 		$5.41M Buy
117,501
+7,839
+7% +$322K 0.05% 449
2015
Q4 		$5.11M Buy
109,662
+8,637
+9% +$412K 0.05% 452
2015
Q3 		$4.63M Buy
101,025
+44,970
+80% +$2.21M 0.05% 447
2015
Q2 		$2.72M Buy
56,055
+4,227
+8% +$194K 0.03% 608
2015
Q1 		$2.56M Buy
51,828
+7,014
+16% +$319K 0.03% 599
2014
Q4 		$1.91M Buy
44,814
+12,497
+39% +$518K 0.02% 657
2014
Q3 		$1.19M Sell
32,317
-2,625
-8% -$97.4K 0.02% 790
2014
Q2 		$1.4M Buy
34,942
+3,342
+11% +$127K 0.02% 712
2014
Q1 		$1.19M Buy
+31,600
New +$1.21M 0.02% 914
2013
Q4 		– Sell
-23,844
Closed -$804K – 980
2013
Q3 		$803K Buy
23,844
+2,519
+12% +$81.7K 0.02% 931
2013
Q2 		$732K Buy
+21,325
New +$809K 0.02% 880

Other funds holding LEN

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aperio Group's LEN Position: Q4 2020 in Review

Aperio Group reduced its Lennar Class A (LEN) stake by 0.95% in Q4 2020, selling an estimated $153K and leaving 214,576 shares worth $15.8M. The position accounts for 0.05% of the portfolio, ranked #387.

Aperio Group first reported a position in LEN in Q2 2013 and has held it in 30 quarters since. The position peaked at $17.1M in Q3 2020. 693 funds tracked by Wall St. Rank hold LEN as of Q4 2020.

  • Aperio Group held 214,576 shares of Lennar Class A worth $15.8M as of Q4 2020.
  • Aperio Group sold 2,049 Lennar Class A shares in Q4 2020, an estimated $153K.
  • Lennar Class A made up 0.05% of Aperio Group's portfolio in Q4 2020, its #387 holding.
  • Aperio Group first reported a position in Lennar Class A in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Lennar Class A position peaked at $17.1M in Q3 2020.
  • 693 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.