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WealthTrust Fairport’s Lennar Class A LEN Stock Holding History

WealthTrust Fairport’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
Q4 		– Sell
-420
Closed -$16K – 482
2014
Q3 		$16K Buy
+420
New +$15.6K ﹤0.01% 233

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

WealthTrust Fairport's LEN Position: Q4 2014 in Review

WealthTrust Fairport sold out of Lennar Class A (LEN) in Q4 2014, closing a stake of 420 shares — an estimated $16K sold.

WealthTrust Fairport first reported a position in LEN in Q3 2014 and held it in 1 quarter. The position peaked at $16K in Q3 2014. 424 funds tracked by Wall St. Rank hold LEN as of Q4 2014.

  • WealthTrust Fairport reported no remaining Lennar Class A position as of Q4 2014 after selling out during the quarter.
  • WealthTrust Fairport sold 420 Lennar Class A shares in Q4 2014, an estimated $16K.
  • WealthTrust Fairport first reported a position in Lennar Class A in Q3 2014 and held it in 1 quarter.
  • WealthTrust Fairport's Lennar Class A position peaked at $16K in Q3 2014.
  • 424 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2014.

Based on WealthTrust Fairport's 13F filing for Q4 2014, filed 9 Feb 2015.