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

Burt 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
2021 Q1	–	Sell	-207	Closed	-$15K	–	237
2020 Q4	$15K	Hold	207	–	–	0.01%	263
2020 Q3	$16K	Hold	207	–	–	0.01%	253
2020 Q2	$12K	Hold	207	–	–	﹤0.01%	257
2020 Q1	$8K	Hold	207	–	–	﹤0.01%	279
2019 Q4	$11K	Hold	207	–	–	﹤0.01%	267
2019 Q3	$11K	Hold	207	–	–	﹤0.01%	266
2019 Q2	$10K	Hold	207	–	–	﹤0.01%	272
2019 Q1	$10K	Hold	207	–	–	﹤0.01%	275
2018 Q4	$8K	Hold	207	–	–	﹤0.01%	283
2018 Q3	$9K	Hold	207	–	–	﹤0.01%	301
2018 Q2	$11K	Hold	207	–	–	0.01%	280
2018 Q1	$12K	Hold	207	–	–	0.01%	278
2017 Q4	$13K	Sell	207 -3	-1%	-$171	0.01%	260
2017 Q3	$11K	Hold	210	–	–	0.01%	261
2017 Q2	$10K	Hold	210	–	–	0.01%	291
2017 Q1	$10K	Hold	210	–	–	0.01%	258
2016 Q4	$9K	Hold	210	–	–	0.01%	285
2016 Q3	$8K	Hold	210	–	–	0.01%	281
2016 Q2	$9K	Hold	210	–	–	0.01%	273
2016 Q1	$10K	Hold	210	–	–	0.01%	322
2015 Q4	$9K	Hold	210	–	–	0.01%	287
2015 Q3	$9K	Buy	+210	New	+$10.3K	0.01%	257

Other funds holding LEN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's LEN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2021, closing a stake of 207 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in LEN in Q3 2015 and held it in 22 quarters. The position peaked at $16K in Q3 2020. 730 funds tracked by Wall St. Rank hold LEN as of Q1 2021.

Burt Wealth Advisors reported no remaining Lennar Class A position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 207 Lennar Class A shares in Q1 2021, an estimated $15K.
Burt Wealth Advisors first reported a position in Lennar Class A in Q3 2015 and held it in 22 quarters.
Burt Wealth Advisors's Lennar Class A position peaked at $16K in Q3 2020.
730 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.