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Monroe Bank & Trust’s Lennar Class A LEN Stock Holding History

Monroe Bank & Trust’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
2013
Q4 		– Sell
-336
Closed -$11K – 301
2013
Q3 		$11K Hold
336
– – ﹤0.01% 256
2013
Q2 		$12K Buy
+336
New +$12.8K 0.01% 241

Other funds holding LEN

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monroe Bank & Trust's LEN Position: Q4 2013 in Review

Monroe Bank & Trust sold out of Lennar Class A (LEN) in Q4 2013, closing a stake of 336 shares — an estimated $11K sold.

Monroe Bank & Trust first reported a position in LEN in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q2 2013. 390 funds tracked by Wall St. Rank hold LEN as of Q4 2013.

  • Monroe Bank & Trust reported no remaining Lennar Class A position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 336 Lennar Class A shares in Q4 2013, an estimated $11K.
  • Monroe Bank & Trust first reported a position in Lennar Class A in Q2 2013 and held it in 2 quarters.
  • Monroe Bank & Trust's Lennar Class A position peaked at $12K in Q2 2013.
  • 390 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.