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

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

Manulife (Manufacturers Life Insurance)

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

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

Fidelity Investments

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

Neuberger Berman Group

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

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

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

Aristotle Capital Management

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