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Moneta Group Investment Advisors’s Lennar Class A LEN Stock Holding History

Moneta Group Investment 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
Q3 		– Sell
-8,995
Closed -$422K – 294
2019
Q2 		$422K Buy
+8,995
New +$449K 0.04% 167
2018
Q1 		– Sell
-6
Closed – – 677
2017
Q4 		$0 Buy
+6
New +$341 ﹤0.01% 516

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Moneta Group Investment Advisors's LEN Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Lennar Class A (LEN) in Q3 2019, closing a stake of 8,995 shares — an estimated $422K sold.

Moneta Group Investment Advisors first reported a position in LEN in Q4 2017 and held it in 2 quarters. The position peaked at $422K in Q2 2019. 585 funds tracked by Wall St. Rank hold LEN as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Lennar Class A position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8,995 Lennar Class A shares in Q3 2019, an estimated $422K.
  • Moneta Group Investment Advisors first reported a position in Lennar Class A in Q4 2017 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Lennar Class A position peaked at $422K in Q2 2019.
  • 585 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.