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Independent Portfolio Consultants’s Lennar Class A LEN Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$3.06M Buy
60,275
+28,522
+90% +$1.4M 1.27% 6
2017
Q1 		$1.55M Buy
31,753
+1,156
+4% +$52.4K 0.53% 31
2016
Q4 		$1.25M Sell
30,597
-808
-3% -$32.7K 0.41% 55
2016
Q3 		$1.27M Sell
31,405
-9,765
-24% -$433K 0.4% 60
2016
Q2 		$1.81M Buy
41,170
+2,069
+5% +$90.5K 0.57% 32
2016
Q1 		$1.8M Buy
39,101
+347
+0.9% +$14.2K 0.5% 47
2015
Q4 		$1.8M Sell
38,754
-25,119
-39% -$1.2M 0.54% 43
2015
Q3 		$2.93M Sell
63,873
-7,921
-11% -$389K 0.64% 27
2015
Q2 		$3.49M Buy
71,794
+14,864
+26% +$683K 0.7% 21
2015
Q1 		$2.81M Sell
56,930
-9
-0% -$410 0.57% 37
2014
Q4 		$2.43M Buy
56,939
+26,475
+87% +$1.1M 0.49% 58
2014
Q3 		$1.13M Buy
30,464
+12,935
+74% +$480K 0.3% 77
2014
Q2 		$700K Buy
17,529
+489
+3% +$18.5K 0.2% 146
2014
Q1 		$642K Sell
17,040
-478
-3% -$18.3K 0.2% 157
2013
Q4 		$660K Buy
17,518
+6,492
+59% +$219K 0.23% 142
2013
Q3 		$372K Buy
+11,026
New +$358K 0.15% 298

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 $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Independent Portfolio Consultants's LEN Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Lennar Class A (LEN) stake by 90% in Q2 2017, buying an estimated $1.4M and bringing the position to 60,275 shares worth $3.06M. The position accounts for 1.27% of the portfolio, ranked #6.

Independent Portfolio Consultants first reported a position in LEN in Q3 2013 and has held it in 16 quarters since. The position peaked at $3.49M in Q2 2015. 499 funds tracked by Wall St. Rank hold LEN as of Q2 2017.

  • Independent Portfolio Consultants held 60,275 shares of Lennar Class A worth $3.06M as of Q2 2017.
  • Independent Portfolio Consultants bought 28,522 Lennar Class A shares in Q2 2017, an estimated $1.4M.
  • Lennar Class A made up 1.27% of Independent Portfolio Consultants's portfolio in Q2 2017, its #6 holding.
  • Independent Portfolio Consultants first reported a position in Lennar Class A in Q3 2013 and has held it in 16 quarters since.
  • Independent Portfolio Consultants's Lennar Class A position peaked at $3.49M in Q2 2015.
  • 499 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.