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Meritage Portfolio Management’s Lennar Class A LEN Stock Holding History

Meritage Portfolio 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
2020
Q1 		– Sell
-212,864
Closed -$11.5M – 220
2019
Q4 		$11.5M Sell
212,864
-684
-0.3% -$39K 1.01% 19
2019
Q3 		$11.5M Buy
213,548
+9,403
+5% +$458K 1.1% 17
2019
Q2 		$9.58M Buy
204,145
+3,704
+2% +$185K 0.98% 21
2019
Q1 		$9.53M Buy
+200,441
New +$9.07M 0.97% 24

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Meritage Portfolio Management's LEN Position: Q1 2020 in Review

Meritage Portfolio Management sold out of Lennar Class A (LEN) in Q1 2020, closing a stake of 212,864 shares — an estimated $11.5M sold.

Meritage Portfolio Management first reported a position in LEN in Q1 2019 and held it in 4 quarters. The position peaked at $11.5M in Q3 2019. 551 funds tracked by Wall St. Rank hold LEN as of Q1 2020.

  • Meritage Portfolio Management reported no remaining Lennar Class A position as of Q1 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 212,864 Lennar Class A shares in Q1 2020, an estimated $11.5M.
  • Meritage Portfolio Management first reported a position in Lennar Class A in Q1 2019 and held it in 4 quarters.
  • Meritage Portfolio Management's Lennar Class A position peaked at $11.5M in Q3 2019.
  • 551 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2020.

Based on Meritage Portfolio Management's 13F filing for Q1 2020, filed 27 Apr 2020.