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

LBA 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
2016
Q4 		– Sell
-21
Closed -$1K – 474
2016
Q3 		$1K Hold
21
– – ﹤0.01% 434
2016
Q2 		$1K Buy
+21
New +$919 ﹤0.01% 424

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LBA Wealth Management's LEN Position: Q4 2016 in Review

LBA Wealth Management sold out of Lennar Class A (LEN) in Q4 2016, closing a stake of 21 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in LEN in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 472 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

  • LBA Wealth Management reported no remaining Lennar Class A position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 21 Lennar Class A shares in Q4 2016, an estimated $1K.
  • LBA Wealth Management first reported a position in Lennar Class A in Q2 2016 and held it in 2 quarters.
  • LBA Wealth Management's Lennar Class A position peaked at $1K in Q3 2016.
  • 472 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.