Assured Investment Management’s Lennar Class A LEN Stock Holding History

Assured Investment Management’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
2019 Q1	–	Sell	-94,787	Closed	-$3.59M	–	1251
2018 Q4	$3.59M	Buy	94,787 +71,270	+303%	+$2.9M	0.1%	256
2018 Q3	$1.06M	Buy	23,517 +20,504	+681%	+$1.03M	0.02%	544
2018 Q2	$153K	Sell	3,013 -3,905	-56%	-$204K	﹤0.01%	1030
2018 Q1	$395K	Buy	+6,918	New	+$417K	0.01%	840
2017 Q4	–	Sell	-25,286	Closed	-$1.27M	–	597
2017 Q3	$1.27M	Buy	25,286 +8,325	+49%	+$415K	0.03%	402
2017 Q2	$861K	Buy	+16,961	New	+$835K	0.02%	415
2017 Q1	–	Sell	-17,483	Closed	-$714K	–	668
2016 Q4	$714K	Buy	17,483 +6,709	+62%	+$271K	0.01%	386
2016 Q3	$434K	Buy	+10,774	New	+$477K	0.01%	440
2014 Q1	–	Sell	-147,191	Closed	-$5.54M	–	273
2013 Q4	$5.54M	Buy	147,191 +80,323	+120%	+$2.71M	0.1%	150
2013 Q3	$2.25M	Sell	66,868 -818	-1%	-$26.5K	0.09%	120
2013 Q2	$2.32M	Buy	+67,686	New	+$2.57M	0.1%	110

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return