Kanaly Trust’s Lennar Class A LEN Stock Holding History

Kanaly Trust’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
2016 Q4	$5K	Hold	120	–	–	﹤0.01%	663
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	642
2016 Q2	$5K	Sell	120 -43	-26%	-$1.88K	﹤0.01%	646
2016 Q1	$7K	Buy	163 +56	+52%	+$2.3K	﹤0.01%	607
2015 Q4	$5K	Hold	107	–	–	﹤0.01%	668
2015 Q3	$5K	Buy	107 +35	+49%	+$1.72K	﹤0.01%	648
2015 Q2	$4K	Hold	72	–	–	﹤0.01%	674
2015 Q1	$4K	Hold	72	–	–	﹤0.01%	536
2014 Q4	$3K	Hold	72	–	–	﹤0.01%	576
2014 Q3	$3K	Hold	72	–	–	﹤0.01%	619
2014 Q2	$3K	Sell	72 -191	-73%	-$7.24K	﹤0.01%	592
2014 Q1	$10K	Hold	263	–	–	﹤0.01%	497
2013 Q4	$10K	Buy	+263	New	+$8.87K	﹤0.01%	460

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's LEN Position: Q4 2016 in Review

Kanaly Trust held its Lennar Class A (LEN) position steady in Q4 2016 at 120 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Kanaly Trust first reported a position in LEN in Q4 2013 and has held it in 13 quarters since. The position peaked at $10K in Q1 2014. 472 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

Kanaly Trust held 120 shares of Lennar Class A worth $5K as of Q4 2016.
Kanaly Trust left its Lennar Class A share count unchanged in Q4 2016.
Lennar Class A made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #663 holding.
Kanaly Trust first reported a position in Lennar Class A in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Lennar Class A position peaked at $10K in Q1 2014.
472 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.