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Arete Wealth Advisors’s Lennar Class A LEN Stock Holding History

Arete Wealth Advisors’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 		– Sell
-2,545
Closed -$207K – 426
2020
Q3 		$207K Buy
+2,545
New +$181K 0.03% 354

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 $6.07B AUM 11.2% 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

Arete Wealth Advisors's LEN Position: Q4 2020 in Review

Arete Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2020, closing a stake of 2,545 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in LEN in Q3 2020 and held it in 1 quarter. The position peaked at $207K in Q3 2020. 692 funds tracked by Wall St. Rank hold LEN as of Q4 2020.

  • Arete Wealth Advisors reported no remaining Lennar Class A position as of Q4 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,545 Lennar Class A shares in Q4 2020, an estimated $207K.
  • Arete Wealth Advisors first reported a position in Lennar Class A in Q3 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Lennar Class A position peaked at $207K in Q3 2020.
  • 692 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2020.

Based on Arete Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.