WealthTrust-Arizona’s Lennar Class A LEN Stock Holding History

WealthTrust-Arizona’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	$6K	Hold	159	–	–	﹤0.01%	449
2018 Q3	$7K	Sell	159 -62	-28%	-$3.12K	﹤0.01%	457
2018 Q2	$11K	Sell	221 -134	-38%	-$7.02K	0.01%	382
2018 Q1	$20K	Buy	+355	New	+$21.4K	0.01%	279
2016 Q4	–	Sell	-347	Closed	-$14K	–	628
2016 Q3	$14K	Hold	347	–	–	0.01%	316
2016 Q2	$15K	Buy	347 +22	+7%	+$963	0.01%	285
2016 Q1	$15K	Buy	325 +93	+40%	+$3.81K	0.01%	288
2015 Q4	$11K	Hold	232	–	–	0.01%	364
2015 Q3	$11K	Sell	232 -1	-0.4%	-$49	0.01%	362
2015 Q2	$11K	Buy	233 +14	+6%	+$644	0.01%	390
2015 Q1	$11K	Sell	219 -6	-3%	-$273	0.01%	392
2014 Q4	$10K	Buy	225 +15	+7%	+$621	0.01%	399
2014 Q3	$8K	Hold	210	–	–	0.01%	440
2014 Q2	$8K	Sell	210 -16	-7%	-$607	0.01%	442
2014 Q1	$9K	Hold	226	–	–	0.01%	443
2013 Q4	$9K	Sell	226 -69	-23%	-$2.33K	0.01%	422
2013 Q3	$10K	Sell	295 -32	-10%	-$1.04K	0.01%	363
2013 Q2	$11K	Buy	+327	New	+$12.4K	0.01%	319

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthTrust-Arizona's LEN Position: Q4 2018 in Review

WealthTrust-Arizona held its Lennar Class A (LEN) position steady in Q4 2018 at 159 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

WealthTrust-Arizona first reported a position in LEN in Q2 2013 and has held it in 18 quarters since. The position peaked at $20K in Q1 2018. 564 funds tracked by Wall St. Rank hold LEN as of Q4 2018.

WealthTrust-Arizona held 159 shares of Lennar Class A worth $6K as of Q4 2018.
WealthTrust-Arizona left its Lennar Class A share count unchanged in Q4 2018.
Lennar Class A made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #449 holding.
WealthTrust-Arizona first reported a position in Lennar Class A in Q2 2013 and has held it in 18 quarters since.
WealthTrust-Arizona's Lennar Class A position peaked at $20K in Q1 2018.
564 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.