Dreman Value Management’s Lennar Class A LEN Stock Holding History

Dreman Value 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 Q1	$473K	Buy	8,295 +7,699	+1,292%	+$464K	0.21%	116
2017 Q4	$36K	Sell	596 -8,272	-93%	-$470K	0.02%	315
2017 Q3	$446K	Hold	8,868	–	–	0.24%	132
2017 Q2	$450K	Sell	8,868 -1,180	-12%	-$58.1K	0.25%	110
2017 Q1	$490K	Hold	10,048	–	–	0.28%	131
2016 Q4	$411K	Buy	10,048 +9,211	+1,100%	+$373K	0.23%	184
2016 Q3	$34K	Hold	837	–	–	0.02%	276
2016 Q2	$37K	Buy	+837	New	+$36.6K	0.02%	255

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dreman Value Management's LEN Position: Q1 2018 in Review

Dreman Value Management increased its Lennar Class A (LEN) stake by 1,292% in Q1 2018, buying an estimated $464K and bringing the position to 8,295 shares worth $473K. The position accounts for 0.21% of the portfolio, ranked #116.

Dreman Value Management first reported a position in LEN in Q2 2016 and has held it in 8 quarters since. The position peaked at $490K in Q1 2017. 584 funds tracked by Wall St. Rank hold LEN as of Q1 2018.

Dreman Value Management held 8,295 shares of Lennar Class A worth $473K as of Q1 2018.
Dreman Value Management bought 7,699 Lennar Class A shares in Q1 2018, an estimated $464K.
Lennar Class A made up 0.21% of Dreman Value Management's portfolio in Q1 2018, its #116 holding.
Dreman Value Management first reported a position in Lennar Class A in Q2 2016 and has held it in 8 quarters since.
Dreman Value Management's Lennar Class A position peaked at $490K in Q1 2017.
584 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2018.

Based on Dreman Value Management's 13F filing for Q1 2018, filed 2 May 2018.