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

Legacy 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
2019
Q2 		– Sell
-104
Closed -$5K – 552
2019
Q1 		$5K Buy
104
+35
+51% +$1.58K ﹤0.01% 776
2018
Q4 		$3K Hold
69
– – ﹤0.01% 808
2018
Q3 		$3K Hold
69
– – ﹤0.01% 766
2018
Q2 		$4K Hold
69
– – ﹤0.01% 735
2018
Q1 		$4K Hold
69
– – ﹤0.01% 682
2017
Q4 		$4K Buy
+69
New +$3.92K ﹤0.01% 670

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 $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legacy Financial Advisors's LEN Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Lennar Class A (LEN) in Q2 2019, closing a stake of 104 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in LEN in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 574 funds tracked by Wall St. Rank hold LEN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Lennar Class A position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 104 Lennar Class A shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Lennar Class A in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Lennar Class A position peaked at $5K in Q1 2019.
  • 574 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.