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Ropes Wealth Advisors’s Lennar Class A LEN Stock Holding History

Ropes Wealth Advisors’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
2020
Q3 		– Sell
-34
Closed -$2K – 641
2020
Q2 		$2K Sell
34
-276
-89% -$14.1K ﹤0.01% 535
2020
Q1 		$11K Hold
310
– – ﹤0.01% 413
2019
Q4 		$17K Sell
310
-23
-7% -$1.31K ﹤0.01% 436
2019
Q3 		$18K Hold
333
– – ﹤0.01% 445
2019
Q2 		$16K Hold
333
– – ﹤0.01% 451
2019
Q1 		$16K Sell
333
-1,523
-82% -$68.9K ﹤0.01% 426
2018
Q4 		$70K Buy
1,856
+1,193
+180% +$48.6K 0.02% 284
2018
Q3 		$30K Hold
663
– – 0.01% 375
2018
Q2 		$34K Hold
663
– – 0.01% 383
2018
Q1 		$38K Hold
663
– – 0.01% 358
2017
Q4 		$41K Sell
663
-239
-26% -$13.6K 0.01% 370
2017
Q3 		$45K Sell
902
-343
-28% -$17.1K 0.01% 340
2017
Q2 		$63K Sell
1,245
-624
-33% -$30.7K 0.02% 305
2017
Q1 		$91K Sell
1,869
-654
-26% -$29.6K 0.03% 272
2016
Q4 		$103K Buy
2,523
+1,758
+230% +$71.1K 0.03% 255
2016
Q3 		$31K Sell
765
-1,957
-72% -$86.7K 0.01% 321
2016
Q2 		$119K Buy
2,722
+2,263
+493% +$99K 0.04% 220
2016
Q1 		$21K Sell
459
-1,056
-70% -$43.3K 0.01% 277
2015
Q4 		$71K Buy
+1,515
New +$72.2K 0.03% 224

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ropes Wealth Advisors's LEN Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Lennar Class A (LEN) in Q3 2020, closing a stake of 34 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in LEN in Q4 2015 and held it in 19 quarters. The position peaked at $119K in Q2 2016. 666 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining Lennar Class A position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 34 Lennar Class A shares in Q3 2020, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Lennar Class A in Q4 2015 and held it in 19 quarters.
  • Ropes Wealth Advisors's Lennar Class A position peaked at $119K in Q2 2016.
  • 666 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.