Squar Milner Financial Services’s Lennar Class A LEN Stock Holding History

Squar Milner 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
2020 Q3	–	Sell	-3,567	Closed	-$213K	–	105
2020 Q2	$213K	Hold	3,567	–	–	0.12%	195
2020 Q1	$131K	Buy	3,567 +152	+4%	+$8.61K	0.08%	220
2019 Q4	$184K	Sell	3,415 -152	-4%	-$8.67K	0.09%	214
2019 Q3	$282K	Sell	3,567 -743	-17%	-$36.2K	0.14%	164
2019 Q2	$202K	Sell	4,310 -441	-9%	-$22K	0.14%	163
2019 Q1	$225K	Sell	4,751 -326	-6%	-$14.8K	0.17%	148
2018 Q4	$192K	Buy	5,077 +169	+3%	+$6.89K	0.18%	140
2018 Q3	$222K	Buy	4,908 +264	+6%	+$13.3K	0.2%	135
2018 Q2	$236K	Buy	4,644 +99	+2%	+$5.18K	0.21%	133
2018 Q1	$259K	Buy	4,545 +1,039	+30%	+$62.7K	0.33%	111
2017 Q4	$221K	Buy	+3,506	New	+$199K	0.27%	133

Other funds holding LEN

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

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Squar Milner Financial Services's LEN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Lennar Class A (LEN) in Q3 2020, closing a stake of 3,567 shares — an estimated $213K sold.

Squar Milner Financial Services first reported a position in LEN in Q4 2017 and held it in 11 quarters. The position peaked at $282K in Q3 2019. 666 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

Squar Milner Financial Services reported no remaining Lennar Class A position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,567 Lennar Class A shares in Q3 2020, an estimated $213K.
Squar Milner Financial Services first reported a position in Lennar Class A in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Lennar Class A position peaked at $282K in Q3 2019.
666 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.