Northern Capital Management (Wisconsin)’s Lennar Class A LEN Stock Holding History

Northern Capital Management (Wisconsin)’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
2018 Q4	$2.24M	Sell	59,206 -13,512	-19%	-$551K	0.6%	67
2018 Q3	$3.29M	Buy	72,718 +26,481	+57%	+$1.33M	0.76%	53
2018 Q2	$2.35M	Buy	46,237 +12,949	+39%	+$678K	0.57%	72
2018 Q1	$1.9M	Buy	33,288 +23,578	+243%	+$1.42M	0.49%	83
2017 Q4	$594K	Sell	9,710 -165	-2%	-$9.38K	0.15%	142
2017 Q3	$496K	Buy	+9,875	New	+$492K	0.15%	138
2017 Q1	–	Sell	-15,863	Closed	-$648K	–	147
2016 Q4	$648K	Buy	+15,863	New	+$642K	0.27%	103

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s LEN Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its Lennar Class A (LEN) stake by 19% in Q4 2018, selling an estimated $551K and leaving 59,206 shares worth $2.24M. The position accounts for 0.6% of the portfolio, ranked #67.

Northern Capital Management (Wisconsin) first reported a position in LEN in Q4 2016 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2018. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

Northern Capital Management (Wisconsin) held 59,206 shares of Lennar Class A worth $2.24M as of Q4 2018.
Northern Capital Management (Wisconsin) sold 13,512 Lennar Class A shares in Q4 2018, an estimated $551K.
Lennar Class A made up 0.6% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #67 holding.
Northern Capital Management (Wisconsin) first reported a position in Lennar Class A in Q4 2016 and has held it in 7 quarters since.
Northern Capital Management (Wisconsin)'s Lennar Class A position peaked at $3.29M in Q3 2018.
564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.