MDSL
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M.D. Sass LLC’s Lennar Class A LEN Stock Holding History

M.D. Sass LLC’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
2020
Q2 		– Sell
-65,725
Closed -$2.43M – 36
2020
Q1 		$2.43M Sell
65,725
-22,416
-25% -$1.27M 0.88% 28
2019
Q4 		$4.76M Sell
88,141
-2,582
-3% -$147K 1.13% 29
2019
Q3 		$4.91M Sell
90,723
-5,062
-5% -$247K 1.16% 29
2019
Q2 		$4.49M Sell
95,785
-331,042
-78% -$16.5M 1.04% 32
2019
Q1 		$20.3M Sell
426,827
-145,484
-25% -$6.58M 3.23% 15
2018
Q4 		$21.7M Sell
572,311
-17,483
-3% -$713K 3.68% 8
2018
Q3 		$26.7M Sell
589,794
-22,592
-4% -$1.14M 3.52% 11
2018
Q2 		$31.1M Buy
612,386
+197,218
+48% +$10.3M 3.92% 7
2018
Q1 		$23.7M Sell
415,168
-82,764
-17% -$4.99M 2.76% 17
2017
Q4 		$30.5M Sell
497,932
-141,135
-22% -$8.02M 2.73% 10
2017
Q3 		$32.1M Sell
639,067
-397,296
-38% -$19.8M 2.69% 12
2017
Q2 		$52.6M Sell
1,036,363
-192,252
-16% -$9.46M 3.44% 10
2017
Q1 		$59.9M Sell
1,228,615
-236,818
-16% -$10.7M 3.12% 14
2016
Q4 		$59.9M Buy
1,465,433
+291,011
+25% +$11.8M 3.37% 11
2016
Q3 		$47.3M Buy
1,174,422
+486,210
+71% +$21.5M 2.67% 22
2016
Q2 		$30.2M Sell
688,212
-15,191
-2% -$665K 1.48% 28
2016
Q1 		$32.4M Buy
703,403
+106,280
+18% +$4.36M 1.74% 26
2015
Q4 		$27.8M Buy
597,123
+8,903
+2% +$424K 1.52% 27
2015
Q3 		$27M Buy
+588,220
New +$28.9M 1.49% 26
2014
Q4 		– Sell
-1,452,710
Closed -$53.7M – 60
2014
Q3 		$53.7M Buy
+1,452,710
New +$53.9M 3.12% 11

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M.D. Sass LLC's LEN Position: Q2 2020 in Review

M.D. Sass LLC sold out of Lennar Class A (LEN) in Q2 2020, closing a stake of 65,725 shares — an estimated $2.43M sold.

M.D. Sass LLC first reported a position in LEN in Q3 2014 and held it in 20 quarters. The position peaked at $59.9M in Q4 2016. 619 funds tracked by Wall St. Rank hold LEN as of Q2 2020.

  • M.D. Sass LLC reported no remaining Lennar Class A position as of Q2 2020 after selling out during the quarter.
  • M.D. Sass LLC sold 65,725 Lennar Class A shares in Q2 2020, an estimated $2.43M.
  • M.D. Sass LLC first reported a position in Lennar Class A in Q3 2014 and held it in 20 quarters.
  • M.D. Sass LLC's Lennar Class A position peaked at $59.9M in Q4 2016.
  • 619 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2020.

Based on M.D. Sass LLC's 13F filing for Q2 2020, filed 10 Aug 2020.