Essex Investment Management’s Lennar Class A LEN Stock Holding History

Essex Investment 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
2016 Q3	–	Sell	-45,189	Closed	-$1.98M	–	347
2016 Q2	$1.98M	Buy	45,189 +17,908	+66%	+$784K	0.33%	82
2016 Q1	$1.26M	Buy	+27,281	New	+$1.12M	0.22%	105
2015 Q1	–	Sell	-7,596	Closed	-$324K	–	342
2014 Q4	$324K	Sell	7,596 -2,624	-26%	-$109K	0.05%	273
2014 Q3	$378K	Sell	10,220 -153	-1%	-$5.68K	0.06%	260
2014 Q2	$415K	Sell	10,373 -3,547	-25%	-$134K	0.06%	262
2014 Q1	$525K	Buy	13,920 +2,273	+20%	+$86.9K	0.08%	241
2013 Q4	$439K	Buy	+11,647	New	+$393K	0.06%	281

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Essex Investment Management's LEN Position: Q3 2016 in Review

Essex Investment Management sold out of Lennar Class A (LEN) in Q3 2016, closing a stake of 45,189 shares — an estimated $1.98M sold.

Essex Investment Management first reported a position in LEN in Q4 2013 and held it in 7 quarters. The position peaked at $1.98M in Q2 2016. 473 funds tracked by Wall St. Rank hold LEN as of Q3 2016.

Essex Investment Management reported no remaining Lennar Class A position as of Q3 2016 after selling out during the quarter.
Essex Investment Management sold 45,189 Lennar Class A shares in Q3 2016, an estimated $1.98M.
Essex Investment Management first reported a position in Lennar Class A in Q4 2013 and held it in 7 quarters.
Essex Investment Management's Lennar Class A position peaked at $1.98M in Q2 2016.
473 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2016.

Based on Essex Investment Management's 13F filing for Q3 2016, filed 1 Nov 2016.