Glenhill Advisors’s Lennar Class A LEN Stock Holding History

Glenhill 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
2018 Q2	–	Sell	-319,721	Closed	-$18.2M	–	17
2018 Q1	$18.2M	Sell	319,721 -771,147	-71%	-$46.5M	2.08%	19
2017 Q4	$66.8M	Buy	+1,090,868	New	+$62M	4.92%	5
2014 Q2	–	Sell	-638,146	Closed	-$24.1M	–	112
2014 Q1	$24.1M	Buy	638,146 +543,301	+573%	+$20.8M	2.18%	19
2013 Q4	$3.57M	Buy	94,845 +79,671	+525%	+$2.69M	0.34%	47
2013 Q3	$511K	Buy	+15,174	New	+$492K	0.05%	109

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Glenhill Advisors's LEN Position: Q2 2018 in Review

Glenhill Advisors sold out of Lennar Class A (LEN) in Q2 2018, closing a stake of 319,721 shares — an estimated $18.2M sold.

Glenhill Advisors first reported a position in LEN in Q3 2013 and held it in 5 quarters. The position peaked at $66.8M in Q4 2017. 582 funds tracked by Wall St. Rank hold LEN as of Q2 2018.

Glenhill Advisors reported no remaining Lennar Class A position as of Q2 2018 after selling out during the quarter.
Glenhill Advisors sold 319,721 Lennar Class A shares in Q2 2018, an estimated $18.2M.
Glenhill Advisors first reported a position in Lennar Class A in Q3 2013 and held it in 5 quarters.
Glenhill Advisors's Lennar Class A position peaked at $66.8M in Q4 2017.
582 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2018.

Based on Glenhill Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.