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Williams Jones Wealth Management’s Lennar Class A LEN Stock Holding History

Williams Jones Wealth 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
2020
Q1 		– Sell
-4,442
Closed -$240K – 414
2019
Q4 		$240K Sell
4,442
-620
-12% -$35.4K ﹤0.01% 391
2019
Q3 		$274K Buy
+5,062
New +$247K 0.01% 361

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williams Jones Wealth Management's LEN Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Lennar Class A (LEN) in Q1 2020, closing a stake of 4,442 shares — an estimated $240K sold.

Williams Jones Wealth Management first reported a position in LEN in Q3 2019 and held it in 2 quarters. The position peaked at $274K in Q3 2019. 550 funds tracked by Wall St. Rank hold LEN as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining Lennar Class A position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 4,442 Lennar Class A shares in Q1 2020, an estimated $240K.
  • Williams Jones Wealth Management first reported a position in Lennar Class A in Q3 2019 and held it in 2 quarters.
  • Williams Jones Wealth Management's Lennar Class A position peaked at $274K in Q3 2019.
  • 550 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.