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Symphony Asset Management’s Lennar Class A LEN Stock Holding History

Symphony Asset Management’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
2014
Q3 		– Sell
-26,736
Closed -$1.07M – 420
2014
Q2 		$1.07M Buy
+26,736
New +$1.01M 0.11% 209

Other funds holding LEN

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
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Symphony Asset Management's LEN Position: Q3 2014 in Review

Symphony Asset Management sold out of Lennar Class A (LEN) in Q3 2014, closing a stake of 26,736 shares — an estimated $1.07M sold.

Symphony Asset Management first reported a position in LEN in Q2 2014 and held it in 1 quarter. The position peaked at $1.07M in Q2 2014. 392 funds tracked by Wall St. Rank hold LEN as of Q3 2014.

  • Symphony Asset Management reported no remaining Lennar Class A position as of Q3 2014 after selling out during the quarter.
  • Symphony Asset Management sold 26,736 Lennar Class A shares in Q3 2014, an estimated $1.07M.
  • Symphony Asset Management first reported a position in Lennar Class A in Q2 2014 and held it in 1 quarter.
  • Symphony Asset Management's Lennar Class A position peaked at $1.07M in Q2 2014.
  • 392 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2014.

Based on Symphony Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.