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Wealthspire Advisors (Maryland)’s Lennar Class A LEN Stock Holding History

Wealthspire Advisors (Maryland)’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
-5,127
Closed -$306K – 524
2020
Q2 		$306K Buy
+5,127
New +$262K 0.02% 337
2020
Q1 		– Sell
-4,697
Closed -$254K – 472
2019
Q4 		$254K Buy
4,697
+280
+6% +$16K 0.02% 418
2019
Q3 		$239K Buy
+4,417
New +$215K 0.02% 398
2019
Q2 		– Sell
-1,116
Closed -$53K – 1305
2019
Q1 		$53K Sell
1,116
-229
-17% -$10.4K ﹤0.01% 873
2018
Q4 		$51K Buy
1,345
+441
+49% +$18K ﹤0.01% 850
2018
Q3 		$41K Sell
904
-37
-4% -$1.86K ﹤0.01% 1034
2018
Q2 		$48K Buy
941
+137
+17% +$7.17K ﹤0.01% 993
2018
Q1 		$46K Sell
804
-263
-25% -$15.9K ﹤0.01% 1019
2017
Q4 		$65K Buy
1,067
+152
+17% +$8.64K 0.01% 898
2017
Q3 		$46K Buy
915
+218
+31% +$10.9K 0.01% 1010
2017
Q2 		$35K Buy
697
+33
+5% +$1.62K ﹤0.01% 1071
2017
Q1 		$32K Buy
664
+84
+14% +$3.81K ﹤0.01% 936
2016
Q4 		$24K Sell
580
-2,400
-81% -$97.1K ﹤0.01% 966
2016
Q3 		$120K Buy
2,980
+111
+4% +$4.92K 0.02% 523
2016
Q2 		$126K Buy
2,869
+397
+16% +$17.4K 0.02% 485
2016
Q1 		$114K Buy
2,472
+348
+16% +$14.3K 0.02% 495
2015
Q4 		$99K Buy
+2,124
New +$101K 0.02% 525

Other funds holding LEN

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
GA
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

Wealthspire Advisors (Maryland)'s LEN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Lennar Class A (LEN) in Q3 2020, closing a stake of 5,127 shares — an estimated $306K sold.

Wealthspire Advisors (Maryland) first reported a position in LEN in Q4 2015 and held it in 17 quarters. The position peaked at $306K in Q2 2020. 665 funds tracked by Wall St. Rank hold LEN as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Lennar Class A position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,127 Lennar Class A shares in Q3 2020, an estimated $306K.
  • Wealthspire Advisors (Maryland) first reported a position in Lennar Class A in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Lennar Class A position peaked at $306K in Q2 2020.
  • 665 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.