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Patriot Wealth Management’s Lennar Class A LEN Stock Holding History

Patriot Wealth Management’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 		– Sell
-103,711
Closed -$4.69M – 85
2018
Q3 		$4.69M Buy
+103,711
New +$5.22M 0.59% 56
2018
Q1 		– Sell
-90,865
Closed -$5.56M – 87
2017
Q4 		$5.56M Buy
+90,865
New +$5.16M 0.79% 46

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Patriot Wealth Management's LEN Position: Q4 2018 in Review

Patriot Wealth Management sold out of Lennar Class A (LEN) in Q4 2018, closing a stake of 103,711 shares — an estimated $4.69M sold.

Patriot Wealth Management first reported a position in LEN in Q4 2017 and held it in 2 quarters. The position peaked at $5.56M in Q4 2017. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

  • Patriot Wealth Management reported no remaining Lennar Class A position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 103,711 Lennar Class A shares in Q4 2018, an estimated $4.69M.
  • Patriot Wealth Management first reported a position in Lennar Class A in Q4 2017 and held it in 2 quarters.
  • Patriot Wealth Management's Lennar Class A position peaked at $5.56M in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.