Winch Advisory Services’s Lennar Class A LEN Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-75	Closed	-$4K	–	389
2019 Q2	$4K	Buy	+75	New	+$3.74K	﹤0.01%	277
2015 Q2	–	Sell	-5,673	Closed	-$280K	–	322
2015 Q1	$280K	Buy	+5,673	New	+$258K	0.16%	55

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Winch Advisory Services's LEN Position: Q3 2019 in Review

Winch Advisory Services sold out of Lennar Class A (LEN) in Q3 2019, closing a stake of 75 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in LEN in Q1 2015 and held it in 2 quarters. The position peaked at $280K in Q1 2015. 586 funds tracked by Wall St. Rank hold LEN as of Q3 2019.

Winch Advisory Services reported no remaining Lennar Class A position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 75 Lennar Class A shares in Q3 2019, an estimated $4K.
Winch Advisory Services first reported a position in Lennar Class A in Q1 2015 and held it in 2 quarters.
Winch Advisory Services's Lennar Class A position peaked at $280K in Q1 2015.
586 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.