Gideon Capital Advisors’s Lennar Class A LEN Stock Holding History

Gideon Capital 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	-10,040	Closed	-$542K	–	116
2019 Q4	$542K	Buy	+10,040	New	+$573K	0.19%	165
2019 Q3	–	Sell	-7,365	Closed	-$346K	–	348
2019 Q2	$346K	Sell	7,365 -985	-12%	-$49.1K	0.12%	211
2019 Q1	$397K	Sell	8,350 -2,659	-24%	-$120K	0.14%	220
2018 Q4	$417K	Sell	11,009 -913	-8%	-$37.2K	0.17%	188
2018 Q3	$539K	Buy	+11,922	New	+$600K	0.25%	125
2018 Q1	–	Sell	-4,408	Closed	-$270K	–	411
2017 Q4	$270K	Buy	+4,408	New	+$251K	0.24%	189
2016 Q4	–	Sell	-53,367	Closed	-$2.15M	–	442
2016 Q3	$2.15M	Buy	53,367 +25,132	+89%	+$1.11M	1.3%	20
2016 Q2	$1.24M	Buy	+28,235	New	+$1.24M	0.72%	46
2015 Q4	–	Sell	-20,338	Closed	-$932K	–	243
2015 Q3	$932K	Sell	20,338 -13,290	-40%	-$652K	0.55%	67
2015 Q2	$1.63M	Buy	+33,628	New	+$1.55M	0.68%	48
2015 Q1	–	Sell	-7,121	Closed	-$304K	–	271
2014 Q4	$304K	Buy	+7,121	New	+$295K	0.14%	164
2014 Q2	–	Sell	-30,676	Closed	-$1.16M	–	284
2014 Q1	$1.16M	Sell	30,676 -1,735	-5%	-$66.3K	0.64%	52
2013 Q4	$1.22M	Buy	+32,411	New	+$1.09M	0.72%	49

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

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

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

Gideon Capital Advisors's LEN Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Lennar Class A (LEN) in Q1 2020, closing a stake of 10,040 shares — an estimated $542K sold.

Gideon Capital Advisors first reported a position in LEN in Q4 2013 and held it in 13 quarters. The position peaked at $2.15M in Q3 2016. 551 funds tracked by Wall St. Rank hold LEN as of Q1 2020.

Gideon Capital Advisors reported no remaining Lennar Class A position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 10,040 Lennar Class A shares in Q1 2020, an estimated $542K.
Gideon Capital Advisors first reported a position in Lennar Class A in Q4 2013 and held it in 13 quarters.
Gideon Capital Advisors's Lennar Class A position peaked at $2.15M in Q3 2016.
551 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.