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E&G Advisors’s Lennar Class A LEN Stock Holding History

E&G 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
2020
Q4 		– Sell
-7,541
Closed -$596K – 193
2020
Q3 		$596K Buy
7,541
+620
+9% +$44K 0.21% 90
2020
Q2 		$413K Buy
6,921
+310
+5% +$15.8K 0.16% 110
2020
Q1 		$244K Sell
6,611
-1,653
-20% -$93.6K 0.12% 145
2019
Q4 		$446K Buy
8,264
+1,136
+16% +$64.8K 0.17% 123
2019
Q3 		$385K Sell
7,128
-929
-12% -$45.3K 0.15% 129
2019
Q2 		$378K Buy
8,057
+723
+10% +$36.1K 0.16% 127
2019
Q1 		$349K Sell
7,334
-7,645
-51% -$346K 0.15% 136
2018
Q4 		$568K Buy
+14,979
New +$611K 0.26% 106

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

E&G Advisors's LEN Position: Q4 2020 in Review

E&G Advisors sold out of Lennar Class A (LEN) in Q4 2020, closing a stake of 7,541 shares — an estimated $596K sold.

E&G Advisors first reported a position in LEN in Q4 2018 and held it in 8 quarters. The position peaked at $596K in Q3 2020. 693 funds tracked by Wall St. Rank hold LEN as of Q4 2020.

  • E&G Advisors reported no remaining Lennar Class A position as of Q4 2020 after selling out during the quarter.
  • E&G Advisors sold 7,541 Lennar Class A shares in Q4 2020, an estimated $596K.
  • E&G Advisors first reported a position in Lennar Class A in Q4 2018 and held it in 8 quarters.
  • E&G Advisors's Lennar Class A position peaked at $596K in Q3 2020.
  • 693 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2020.

Based on E&G Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.