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Concert Wealth Management’s Lennar Class A LEN Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-8,056
Closed -$328K – 307
2017
Q1 		$328K Buy
8,056
+36
+0.4% +$1.63K 0.07% 336
2016
Q4 		$327K Sell
8,020
-328
-4% -$13.3K 0.07% 337
2016
Q3 		$334K Hold
8,348
– – 0.04% 460
2016
Q2 		$366K Buy
8,348
+331
+4% +$14.5K 0.05% 412
2016
Q1 		$370K Sell
8,017
-273
-3% -$11.2K 0.05% 414
2015
Q4 		$386K Buy
8,290
+148
+2% +$7.05K 0.05% 415
2015
Q3 		$376K Sell
8,142
-315
-4% -$15.5K 0.05% 417
2015
Q2 		$412K Hold
8,457
– – 0.05% 404
2015
Q1 		$343K Buy
+8,457
New +$385K 0.1% 265
2013
Q3 		– Sell
-7,374
Closed -$254K – 534
2013
Q2 		$254K Buy
+7,374
New +$280K 0.04% 383

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return