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

Evercore 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 Q1	–	Sell	-1,368	Closed	-$84K	–	598
2017 Q4	$84K	Sell	1,368 -23	-2%	-$1.31K	﹤0.01%	497
2017 Q3	$70K	Hold	1,391	–	–	﹤0.01%	526
2017 Q2	$71K	Buy	1,391 +839	+152%	+$41.3K	﹤0.01%	531
2017 Q1	$27K	Sell	552 -28	-5%	-$1.27K	﹤0.01%	709
2016 Q4	$24K	Sell	580 -79	-12%	-$3.2K	﹤0.01%	729
2016 Q3	$27K	Hold	659	–	–	﹤0.01%	722
2016 Q2	$29K	Buy	659 +107	+19%	+$4.68K	﹤0.01%	693
2016 Q1	$25K	Buy	552 +435	+372%	+$17.8K	﹤0.01%	686
2015 Q4	$5K	Buy	+117	New	+$5.58K	﹤0.01%	916
2014 Q2	–	Sell	-67	Closed	-$3K	–	1025
2014 Q1	$3K	Hold	67	–	–	﹤0.01%	883
2013 Q4	$3K	Sell	67 -79	-54%	-$2.67K	﹤0.01%	819
2013 Q3	$5K	Buy	+146	New	+$4.74K	﹤0.01%	849

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evercore Wealth Management's LEN Position: Q1 2018 in Review

Evercore Wealth Management sold out of Lennar Class A (LEN) in Q1 2018, closing a stake of 1,368 shares — an estimated $84K sold.

Evercore Wealth Management first reported a position in LEN in Q3 2013 and held it in 12 quarters. The position peaked at $84K in Q4 2017. 585 funds tracked by Wall St. Rank hold LEN as of Q1 2018.

Evercore Wealth Management reported no remaining Lennar Class A position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,368 Lennar Class A shares in Q1 2018, an estimated $84K.
Evercore Wealth Management first reported a position in Lennar Class A in Q3 2013 and held it in 12 quarters.
Evercore Wealth Management's Lennar Class A position peaked at $84K in Q4 2017.
585 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.