First Allied Advisory Services’s Lennar Class A LEN Stock Holding History

First Allied Advisory Services’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 Q3	$448K	Buy	5,661 +801	+16%	+$56.9K	0.02%	752
2020 Q2	$290K	Buy	+4,860	New	+$248K	0.01%	851
2020 Q1	–	Sell	-8,582	Closed	-$466K	–	1161
2019 Q4	$466K	Sell	8,582 -1,540	-15%	-$87.8K	0.02%	744
2019 Q3	$550K	Sell	10,122 -2,448	-19%	-$119K	0.02%	652
2019 Q2	$590K	Sell	12,570 -1,234	-9%	-$61.5K	0.02%	629
2019 Q1	$653K	Buy	+13,804	New	+$625K	0.02%	589
2018 Q1	–	Sell	-3,519	Closed	-$218K	–	1336
2017 Q4	$218K	Buy	+3,519	New	+$200K	0.01%	1012
2013 Q4	–	Sell	-8,060	Closed	-$277K	–	1004
2013 Q3	$277K	Sell	8,060 -467	-5%	-$15.1K	0.02%	757
2013 Q2	$300K	Buy	+8,527	New	+$324K	0.02%	677

Other funds holding LEN

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Allied Advisory Services's LEN Position: Q3 2020 in Review

First Allied Advisory Services increased its Lennar Class A (LEN) stake by 16% in Q3 2020, buying an estimated $56.9K and bringing the position to 5,661 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #752.

First Allied Advisory Services first reported a position in LEN in Q2 2013 and has held it in 9 quarters since. The position peaked at $653K in Q1 2019. 665 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

First Allied Advisory Services held 5,661 shares of Lennar Class A worth $448K as of Q3 2020.
First Allied Advisory Services bought 801 Lennar Class A shares in Q3 2020, an estimated $56.9K.
Lennar Class A made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #752 holding.
First Allied Advisory Services first reported a position in Lennar Class A in Q2 2013 and has held it in 9 quarters since.
First Allied Advisory Services's Lennar Class A position peaked at $653K in Q1 2019.
665 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.