KFA
LEN icon

Kelleher Financial Advisors’s Lennar Class A LEN Stock Holding History

Kelleher Financial Advisors’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 		– Sell
-5,418
Closed -$244K – 86
2018
Q3 		$244K Hold
5,418
– – 0.32% 76
2018
Q2 		$275K Hold
5,418
– – 0.39% 68
2018
Q1 		$309K Hold
5,418
– – 0.42% 63
2017
Q4 		$331K Sell
5,418
-617
-10% -$35.1K 0.52% 57
2017
Q3 		$303K Buy
6,035
+651
+12% +$32.5K 0.64% 54
2017
Q2 		$273K Hold
5,384
– – 0.53% 62
2017
Q1 		$262K Buy
+5,384
New +$244K 0.56% 61

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kelleher Financial Advisors's LEN Position: Q4 2018 in Review

Kelleher Financial Advisors sold out of Lennar Class A (LEN) in Q4 2018, closing a stake of 5,418 shares — an estimated $244K sold.

Kelleher Financial Advisors first reported a position in LEN in Q1 2017 and held it in 7 quarters. The position peaked at $331K in Q4 2017. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

  • Kelleher Financial Advisors reported no remaining Lennar Class A position as of Q4 2018 after selling out during the quarter.
  • Kelleher Financial Advisors sold 5,418 Lennar Class A shares in Q4 2018, an estimated $244K.
  • Kelleher Financial Advisors first reported a position in Lennar Class A in Q1 2017 and held it in 7 quarters.
  • Kelleher Financial Advisors's Lennar Class A position peaked at $331K in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on Kelleher Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.