IMS Capital Management’s Lennar Class A LEN Stock Holding History

IMS Capital Management’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	-114	Closed	-$5K	–	247
2018 Q3	$5K	Buy	+114	New	+$5.74K	﹤0.01%	354
2015 Q2	–	Sell	-5,446	Closed	-$269K	–	147
2015 Q1	$269K	Hold	5,446	–	–	0.3%	108
2014 Q4	$232K	Hold	5,446	–	–	0.26%	126
2014 Q3	$201K	Sell	5,446 -2,099	-28%	-$77.9K	0.23%	148
2014 Q2	$302K	Hold	7,545	–	–	0.33%	102
2014 Q1	$285K	Hold	7,545	–	–	0.34%	104
2013 Q4	$284K	Sell	7,545 -9,875	-57%	-$333K	0.36%	95
2013 Q3	$587K	Sell	17,420 -773	-4%	-$25.1K	0.81%	56
2013 Q2	$624K	Buy	+18,193	New	+$691K	0.9%	50

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IMS Capital Management's LEN Position: Q4 2018 in Review

IMS Capital Management sold out of Lennar Class A (LEN) in Q4 2018, closing a stake of 114 shares — an estimated $5K sold.

IMS Capital Management first reported a position in LEN in Q2 2013 and held it in 9 quarters. The position peaked at $624K in Q2 2013. 563 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

IMS Capital Management reported no remaining Lennar Class A position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 114 Lennar Class A shares in Q4 2018, an estimated $5K.
IMS Capital Management first reported a position in Lennar Class A in Q2 2013 and held it in 9 quarters.
IMS Capital Management's Lennar Class A position peaked at $624K in Q2 2013.
563 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.