Icon Wealth Partners’s Lennar Class A LEN Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-163	Closed	-$8K	–	526
2018 Q2	$8K	Buy	+163	New	+$8.54K	﹤0.01%	719
2018 Q1	–	Sell	-176	Closed	-$11K	–	521
2017 Q4	$11K	Buy	+176	New	+$10K	0.01%	697

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

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

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

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

Icon Wealth Partners's LEN Position: Q3 2018 in Review

Icon Wealth Partners sold out of Lennar Class A (LEN) in Q3 2018, closing a stake of 163 shares — an estimated $8K sold.

Icon Wealth Partners first reported a position in LEN in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 588 funds tracked by Wall St. Rank hold LEN as of Q3 2018.

Icon Wealth Partners reported no remaining Lennar Class A position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 163 Lennar Class A shares in Q3 2018, an estimated $8K.
Icon Wealth Partners first reported a position in Lennar Class A in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Lennar Class A position peaked at $11K in Q4 2017.
588 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.