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Jeppson Wealth Management’s Lennar Class A LEN Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-104
Closed -$8K – 304
2020
Q3 		$8K Buy
+104
New +$7.39K 0.01% 414

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Jeppson Wealth Management's LEN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Lennar Class A (LEN) in Q4 2020, closing a stake of 104 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in LEN in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 692 funds tracked by Wall St. Rank hold LEN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Lennar Class A position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 104 Lennar Class A shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in Lennar Class A in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Lennar Class A position peaked at $8K in Q3 2020.
  • 692 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.