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Rockefeller Financial Services’s Lennar Class A LEN Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-104
Closed -$5K – 542
2016
Q1 		$5K Buy
+104
New +$4.27K ﹤0.01% 566

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Rockefeller Financial Services's LEN Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Lennar Class A (LEN) in Q2 2016, closing a stake of 104 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in LEN in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 480 funds tracked by Wall St. Rank hold LEN as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Lennar Class A position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 104 Lennar Class A shares in Q2 2016, an estimated $5K.
  • Rockefeller Financial Services first reported a position in Lennar Class A in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Lennar Class A position peaked at $5K in Q1 2016.
  • 480 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.