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Joel Isaacson & Co’s Lennar Class A LEN Stock Holding History

Joel Isaacson & Co’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
2015
Q2 		– Sell
-433
Closed -$21K – 769
2015
Q1 		$21K Buy
433
+186
+75% +$8.47K 0.01% 476
2014
Q4 		$11K Buy
+247
New +$10.2K ﹤0.01% 499

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Joel Isaacson & Co's LEN Position: Q2 2015 in Review

Joel Isaacson & Co sold out of Lennar Class A (LEN) in Q2 2015, closing a stake of 433 shares — an estimated $21K sold.

Joel Isaacson & Co first reported a position in LEN in Q4 2014 and held it in 2 quarters. The position peaked at $21K in Q1 2015. 421 funds tracked by Wall St. Rank hold LEN as of Q2 2015.

  • Joel Isaacson & Co reported no remaining Lennar Class A position as of Q2 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 433 Lennar Class A shares in Q2 2015, an estimated $21K.
  • Joel Isaacson & Co first reported a position in Lennar Class A in Q4 2014 and held it in 2 quarters.
  • Joel Isaacson & Co's Lennar Class A position peaked at $21K in Q1 2015.
  • 421 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2015.

Based on Joel Isaacson & Co's 13F filing for Q2 2015, filed 27 Jul 2015.