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Willingdon Wealth Management’s Lennar Class A LEN Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-26
Closed -$1K – 471
2019
Q3 		$1K Buy
+26
New +$1.27K ﹤0.01% 439

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Willingdon Wealth Management's LEN Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Lennar Class A (LEN) in Q4 2019, closing a stake of 26 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in LEN in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 633 funds tracked by Wall St. Rank hold LEN as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Lennar Class A position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 26 Lennar Class A shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Lennar Class A in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Lennar Class A position peaked at $1K in Q3 2019.
  • 633 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.