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Roosevelt Investment Group’s Lennar Class A LEN Stock Holding History

Roosevelt Investment Group’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
2013
Q3 		– Sell
-46,734
Closed -$1.6M – 274
2013
Q2 		$1.6M Buy
+46,734
New +$1.77M 0.07% 109

Other funds holding LEN

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Roosevelt Investment Group's LEN Position: Q3 2013 in Review

Roosevelt Investment Group sold out of Lennar Class A (LEN) in Q3 2013, closing a stake of 46,734 shares — an estimated $1.6M sold.

Roosevelt Investment Group first reported a position in LEN in Q2 2013 and held it in 1 quarter. The position peaked at $1.6M in Q2 2013. 356 funds tracked by Wall St. Rank hold LEN as of Q3 2013.

  • Roosevelt Investment Group reported no remaining Lennar Class A position as of Q3 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 46,734 Lennar Class A shares in Q3 2013, an estimated $1.6M.
  • Roosevelt Investment Group first reported a position in Lennar Class A in Q2 2013 and held it in 1 quarter.
  • Roosevelt Investment Group's Lennar Class A position peaked at $1.6M in Q2 2013.
  • 356 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2013.

Based on Roosevelt Investment Group's 13F filing for Q3 2013, filed 14 Nov 2013.