First National Trust’s Lennar Class A LEN Stock Holding History

First National Trust’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 Q4	–	Sell	-7,718	Closed	-$349K	–	326
2018 Q3	$349K	Sell	7,718 -584	-7%	-$29.4K	0.04%	257
2018 Q2	$422K	Sell	8,302 -274	-3%	-$14.3K	0.05%	240
2018 Q1	$489K	Buy	8,576 +839	+11%	+$50.6K	0.06%	227
2017 Q4	$474K	Sell	7,737 -783	-9%	-$44.5K	0.05%	236
2017 Q3	$428K	Sell	8,520 -1,639	-16%	-$81.7K	0.05%	243
2017 Q2	$516K	Sell	10,159 -1,106	-10%	-$54.4K	0.06%	227
2017 Q1	$549K	Sell	11,265 -5,386	-32%	-$244K	0.07%	213
2016 Q4	$680K	Buy	16,651 +3,885	+30%	+$157K	0.1%	188
2016 Q3	$514K	Buy	+12,766	New	+$565K	0.08%	198
2016 Q2	–	Sell	-5,393	Closed	-$248K	–	289
2016 Q1	$248K	Sell	5,393 -932	-15%	-$38.2K	0.04%	261
2015 Q4	$294K	Hold	6,325	–	–	0.05%	235
2015 Q3	$290K	Hold	6,325	–	–	0.05%	235
2015 Q2	$307K	Buy	+6,325	New	+$291K	0.05%	233

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

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 International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

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

First National Trust's LEN Position: Q4 2018 in Review

First National Trust sold out of Lennar Class A (LEN) in Q4 2018, closing a stake of 7,718 shares — an estimated $349K sold.

First National Trust first reported a position in LEN in Q2 2015 and held it in 13 quarters. The position peaked at $680K in Q4 2016. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

First National Trust reported no remaining Lennar Class A position as of Q4 2018 after selling out during the quarter.
First National Trust sold 7,718 Lennar Class A shares in Q4 2018, an estimated $349K.
First National Trust first reported a position in Lennar Class A in Q2 2015 and held it in 13 quarters.
First National Trust's Lennar Class A position peaked at $680K in Q4 2016.
564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on First National Trust's 13F filing for Q4 2018, filed 28 Jan 2019.