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Davidson & Garrard’s Lennar Class A LEN Stock Holding History

Davidson & Garrard’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
Q3 		$269K Sell
5,358
-105
-2% -$5.24K 0.06% 157
2017
Q2 		$277K Hold
5,463
– – 0.07% 156
2017
Q1 		$266K Hold
5,463
– – 0.06% 159
2016
Q4 		$223K Buy
+5,463
New +$221K 0.06% 163

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Davidson & Garrard's LEN Position: Q3 2017 in Review

Davidson & Garrard reduced its Lennar Class A (LEN) stake by 1.9% in Q3 2017, selling an estimated $5.24K and leaving 5,358 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #157.

Davidson & Garrard first reported a position in LEN in Q4 2016 and has held it in 4 quarters since. The position peaked at $277K in Q2 2017. 478 funds tracked by Wall St. Rank hold LEN as of Q3 2017.

  • Davidson & Garrard held 5,358 shares of Lennar Class A worth $269K as of Q3 2017.
  • Davidson & Garrard sold 105 Lennar Class A shares in Q3 2017, an estimated $5.24K.
  • Lennar Class A made up 0.06% of Davidson & Garrard's portfolio in Q3 2017, its #157 holding.
  • Davidson & Garrard first reported a position in Lennar Class A in Q4 2016 and has held it in 4 quarters since.
  • Davidson & Garrard's Lennar Class A position peaked at $277K in Q2 2017.
  • 478 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2017.

Based on Davidson & Garrard's 13F filing for Q3 2017, filed 7 Nov 2017.