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TrueWealth LLC’s Lennar Class A LEN Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-128
Closed -$6K – 778
2018
Q3 		$6K Sell
128
-222
-63% -$11.2K ﹤0.01% 578
2018
Q2 		$18K Hold
350
– – 0.01% 401
2018
Q1 		$20K Hold
350
– – 0.01% 358
2017
Q4 		$21K Buy
+350
New +$19.9K 0.01% 384

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TrueWealth LLC's LEN Position: Q4 2018 in Review

TrueWealth LLC sold out of Lennar Class A (LEN) in Q4 2018, closing a stake of 128 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in LEN in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

  • TrueWealth LLC reported no remaining Lennar Class A position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 128 Lennar Class A shares in Q4 2018, an estimated $6K.
  • TrueWealth LLC first reported a position in Lennar Class A in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Lennar Class A position peaked at $21K in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.