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Mark Sheptoff Financial Planning’s Lennar Class A LEN Stock Holding History

Mark Sheptoff Financial Planning’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
-103
Closed -$4K – 365
2020
Q1 		$4K Hold
103
– – ﹤0.01% 283
2019
Q4 		$6K Hold
103
– – ﹤0.01% 309
2019
Q3 		$6K Buy
+103
New +$5.02K ﹤0.01% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's LEN Position: Q2 2020 in Review

Mark Sheptoff Financial Planning sold out of Lennar Class A (LEN) in Q2 2020, closing a stake of 103 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in LEN in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 620 funds tracked by Wall St. Rank hold LEN as of Q2 2020.

  • Mark Sheptoff Financial Planning reported no remaining Lennar Class A position as of Q2 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 103 Lennar Class A shares in Q2 2020, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Lennar Class A in Q3 2019 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Lennar Class A position peaked at $6K in Q4 2019.
  • 620 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2020, filed 10 Aug 2020.