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UBS’s Lennar Class A LEN Stock Holding History

UBS’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 		$6.16M Buy
166,619
+86,986
+109% +$3.23M ﹤0.01% 1832
2014
Q2 		$3.18M Sell
79,633
-1,050
-1% -$39.8K ﹤0.01% 2406
2014
Q1 		$3.04M Sell
80,683
-350,572
-81% -$13.4M ﹤0.01% 2353
2013
Q4 		$16.2M Buy
431,255
+304,873
+241% +$10.3M 0.02% 940
2013
Q3 		$4.26M Sell
126,382
-26,685
-17% -$866K ﹤0.01% 1845
2013
Q2 		$5.25M Buy
+153,067
New +$5.81M 0.01% 1569

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

UBS's LEN Position: Q3 2014 in Review

UBS reduced its Lennar Class A (LEN) stake by 1.6% in Q3 2014, selling an estimated $112K and leaving 183,204 shares worth $6.77M. The position accounts for 0.01% of the portfolio, ranked #1756.

UBS first reported a position in LEN in Q2 2013 and has held it in 6 quarters since. The position peaked at $24.4M in Q4 2013. 392 funds tracked by Wall St. Rank hold LEN as of Q3 2014.

  • UBS held 183,204 shares of Lennar Class A worth $6.77M as of Q3 2014.
  • UBS sold 3,005 Lennar Class A shares in Q3 2014, an estimated $112K.
  • Lennar Class A made up 0.01% of UBS's portfolio in Q3 2014, its #1756 holding.
  • UBS first reported a position in Lennar Class A in Q2 2013 and has held it in 6 quarters since.
  • UBS's Lennar Class A position peaked at $24.4M in Q4 2013.
  • 392 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.