Everest Capital’s Lennar Class A LEN Stock Holding History

Everest Capital’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 Q1	–	Sell	-6,408	Closed	-$298K	–	3
2015 Q4	$298K	Buy	+6,408	New	+$305K	25.23%	2
2015 Q1	–	Sell	-94,971	Closed	-$4.05M	–	28
2014 Q4	$4.05M	Buy	+94,971	New	+$3.93M	0.62%	31
2014 Q2	–	Sell	-44,649	Closed	-$1.68M	–	38
2014 Q1	$1.68M	Hold	44,649	–	–	0.4%	26
2013 Q4	$1.68M	Buy	44,649 +22,587	+102%	+$762K	0.28%	27
2013 Q3	$743K	Sell	22,062 -15,443	-41%	-$501K	0.13%	31
2013 Q2	$1.29M	Buy	+37,505	New	+$1.42M	0.19%	25

Other funds holding LEN

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Everest Capital's LEN Position: Q1 2016 in Review

Everest Capital sold out of Lennar Class A (LEN) in Q1 2016, closing a stake of 6,408 shares — an estimated $298K sold.

Everest Capital first reported a position in LEN in Q2 2013 and held it in 6 quarters. The position peaked at $4.05M in Q4 2014. 465 funds tracked by Wall St. Rank hold LEN as of Q1 2016.

Everest Capital reported no remaining Lennar Class A position as of Q1 2016 after selling out during the quarter.
Everest Capital sold 6,408 Lennar Class A shares in Q1 2016, an estimated $298K.
Everest Capital first reported a position in Lennar Class A in Q2 2013 and held it in 6 quarters.
Everest Capital's Lennar Class A position peaked at $4.05M in Q4 2014.
465 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2016.

Based on Everest Capital's 13F filing for Q1 2016.