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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return