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

Doyle 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
2018
Q2 		– Sell
-3,657
Closed -$209K – 188
2018
Q1 		$209K Buy
+3,657
New +$221K 0.04% 156

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Doyle Wealth Management's LEN Position: Q2 2018 in Review

Doyle Wealth Management sold out of Lennar Class A (LEN) in Q2 2018, closing a stake of 3,657 shares — an estimated $209K sold.

Doyle Wealth Management first reported a position in LEN in Q1 2018 and held it in 1 quarter. The position peaked at $209K in Q1 2018. 583 funds tracked by Wall St. Rank hold LEN as of Q2 2018.

  • Doyle Wealth Management reported no remaining Lennar Class A position as of Q2 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 3,657 Lennar Class A shares in Q2 2018, an estimated $209K.
  • Doyle Wealth Management first reported a position in Lennar Class A in Q1 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Lennar Class A position peaked at $209K in Q1 2018.
  • 583 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2018.

Based on Doyle Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.