EWP
LEN icon

Engrave Wealth Partners’s Lennar Class A LEN Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-71
Closed -$4K – 258
2020
Q2 		$4K Buy
71
+3
+4% +$153 ﹤0.01% 340
2020
Q1 		$2K Sell
68
-153
-69% -$8.66K ﹤0.01% 356
2019
Q4 		$11K Buy
+221
New +$12.6K 0.01% 292

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's LEN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Lennar Class A (LEN) in Q3 2020, closing a stake of 71 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in LEN in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 665 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Lennar Class A position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 71 Lennar Class A shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Lennar Class A in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Lennar Class A position peaked at $11K in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.