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Oak Ridge Investments’s Lennar Class A LEN Stock Holding History

Oak Ridge Investments’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
2016
Q4 		– Sell
-58,525
Closed -$2.36M – 150
2016
Q3 		$2.36M Sell
58,525
-3,320
-5% -$147K 0.06% 120
2016
Q2 		$2.71M Sell
61,845
-5,863
-9% -$257K 0.07% 120
2016
Q1 		$3.12M Buy
67,708
+3,318
+5% +$136K 0.08% 118
2015
Q4 		$3M Buy
+64,390
New +$3.07M 0.07% 122

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Oak Ridge Investments's LEN Position: Q4 2016 in Review

Oak Ridge Investments sold out of Lennar Class A (LEN) in Q4 2016, closing a stake of 58,525 shares — an estimated $2.36M sold.

Oak Ridge Investments first reported a position in LEN in Q4 2015 and held it in 4 quarters. The position peaked at $3.12M in Q1 2016. 472 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

  • Oak Ridge Investments reported no remaining Lennar Class A position as of Q4 2016 after selling out during the quarter.
  • Oak Ridge Investments sold 58,525 Lennar Class A shares in Q4 2016, an estimated $2.36M.
  • Oak Ridge Investments first reported a position in Lennar Class A in Q4 2015 and held it in 4 quarters.
  • Oak Ridge Investments's Lennar Class A position peaked at $3.12M in Q1 2016.
  • 472 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

Based on Oak Ridge Investments's 13F filing for Q4 2016, filed 13 Feb 2017.