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Evolution Wealth Advisors’s Lennar Class A LEN Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-57
Closed -$3K – 508
2019
Q4 		$3K Sell
57
-9
-14% -$513 ﹤0.01% 516
2019
Q3 		$4K Hold
66
– – ﹤0.01% 316
2019
Q2 		$3K Buy
+66
New +$3.29K ﹤0.01% 352

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evolution Wealth Advisors's LEN Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2020, closing a stake of 57 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in LEN in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 550 funds tracked by Wall St. Rank hold LEN as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Lennar Class A position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 57 Lennar Class A shares in Q1 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Lennar Class A in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Lennar Class A position peaked at $4K in Q3 2019.
  • 550 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.