FPFS
LEN icon

First Personal Financial Services’s Lennar Class A LEN Stock Holding History

First Personal Financial 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
Q1 		– Sell
-18
Closed -$1K – 426
2019
Q4 		$1K Sell
18
-252
-93% -$14.4K ﹤0.01% 455
2019
Q3 		$15K Hold
270
– – ﹤0.01% 341
2019
Q2 		$13K Buy
270
+18
+7% +$898 ﹤0.01% 466
2019
Q1 		$12K Hold
252
– – ﹤0.01% 470
2018
Q4 		$10K Buy
252
+1
+0.4% +$41 ﹤0.01% 469
2018
Q3 		$11K Buy
251
+63
+34% +$3.17K ﹤0.01% 482
2018
Q2 		$10K Sell
188
-1,399
-88% -$73.3K ﹤0.01% 485
2018
Q1 		$91K Sell
1,587
-706
-31% -$42.6K 0.02% 329
2017
Q4 		$140K Buy
+2,293
New +$130K 0.03% 293
2015
Q1 		– Sell
-21
Closed – – 590
2014
Q4 		$0 Buy
+21
New +$870 ﹤0.01% 499

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 $3.38T AUM 44.17% 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

First Personal Financial Services's LEN Position: Q1 2020 in Review

First Personal Financial Services sold out of Lennar Class A (LEN) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in LEN in Q4 2014 and held it in 10 quarters. The position peaked at $140K in Q4 2017. 550 funds tracked by Wall St. Rank hold LEN as of Q1 2020.

  • First Personal Financial Services reported no remaining Lennar Class A position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 18 Lennar Class A shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Lennar Class A in Q4 2014 and held it in 10 quarters.
  • First Personal Financial Services's Lennar Class A position peaked at $140K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.