Kaizen Advisory’s Lennar Class A LEN Stock Holding History

Kaizen Advisory’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	$29K	Buy	757 +85	+13%	+$3.46K	0.02%	446
2018 Q3	$30K	Hold	672	–	–	0.02%	448
2018 Q2	$34K	Buy	672 +461	+218%	+$24.1K	0.02%	414
2018 Q1	$12K	Hold	211	–	–	0.01%	444
2017 Q4	$13K	Buy	+211	New	+$12K	0.01%	425

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

Kaizen Advisory's LEN Position: Q4 2018 in Review

Kaizen Advisory increased its Lennar Class A (LEN) stake by 13% in Q4 2018, buying an estimated $3.46K and bringing the position to 757 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #446.

Kaizen Advisory first reported a position in LEN in Q4 2017 and has held it in 5 quarters since. The position peaked at $34K in Q2 2018. 563 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

Kaizen Advisory held 757 shares of Lennar Class A worth $29K as of Q4 2018.
Kaizen Advisory bought 85 Lennar Class A shares in Q4 2018, an estimated $3.46K.
Lennar Class A made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #446 holding.
Kaizen Advisory first reported a position in Lennar Class A in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Lennar Class A position peaked at $34K in Q2 2018.
563 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.