NS Partners’s Lennar Class A LEN Stock Holding History

NS Partners’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
2017 Q2	–	Sell	-96,455	Closed	-$4.7M	–	101
2017 Q1	$4.7M	Buy	96,455 +232	+0.2%	+$10.5K	0.68%	63
2016 Q4	$3.93M	Buy	96,223 +1,353	+1%	+$54.7K	0.62%	72
2016 Q3	$3.82M	Buy	94,870 +22,086	+30%	+$978K	0.62%	72
2016 Q2	$3.19M	Buy	+72,784	New	+$3.18M	0.54%	74

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

NS Partners's LEN Position: Q2 2017 in Review

NS Partners sold out of Lennar Class A (LEN) in Q2 2017, closing a stake of 96,455 shares — an estimated $4.7M sold.

NS Partners first reported a position in LEN in Q2 2016 and held it in 4 quarters. The position peaked at $4.7M in Q1 2017. 498 funds tracked by Wall St. Rank hold LEN as of Q2 2017.

NS Partners reported no remaining Lennar Class A position as of Q2 2017 after selling out during the quarter.
NS Partners sold 96,455 Lennar Class A shares in Q2 2017, an estimated $4.7M.
NS Partners first reported a position in Lennar Class A in Q2 2016 and held it in 4 quarters.
NS Partners's Lennar Class A position peaked at $4.7M in Q1 2017.
498 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2017.

Based on NS Partners's 13F filing for Q2 2017, filed 14 Aug 2017.