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Wellington Shields Capital Management’s Lennar Class A LEN Stock Holding History

Wellington Shields Capital Management’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
2016
Q2 		– Sell
-7,354
Closed -$339K – 326
2016
Q1 		$339K Hold
7,354
– – 0.06% 247
2015
Q4 		$342K Sell
7,354
-5,778
-44% -$275K 0.06% 245
2015
Q3 		$602K Buy
+13,132
New +$645K 0.1% 168

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

Wellington Shields Capital Management's LEN Position: Q2 2016 in Review

Wellington Shields Capital Management sold out of Lennar Class A (LEN) in Q2 2016, closing a stake of 7,354 shares — an estimated $339K sold.

Wellington Shields Capital Management first reported a position in LEN in Q3 2015 and held it in 3 quarters. The position peaked at $602K in Q3 2015. 480 funds tracked by Wall St. Rank hold LEN as of Q2 2016.

  • Wellington Shields Capital Management reported no remaining Lennar Class A position as of Q2 2016 after selling out during the quarter.
  • Wellington Shields Capital Management sold 7,354 Lennar Class A shares in Q2 2016, an estimated $339K.
  • Wellington Shields Capital Management first reported a position in Lennar Class A in Q3 2015 and held it in 3 quarters.
  • Wellington Shields Capital Management's Lennar Class A position peaked at $602K in Q3 2015.
  • 480 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2016.

Based on Wellington Shields Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.