Winifred I. Li’s Lennar Class A LEN Stock Holding History

Winifred I. Li’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	$788K	Buy	18,448 +152	+0.8%	+$6.3K	0.74%	42
2014 Q3	$676K	Sell	18,296 -977	-5%	-$36.3K	0.65%	52
2014 Q2	$770K	Sell	19,273 -357	-2%	-$13.5K	0.66%	49
2014 Q1	$740K	Buy	19,630 +640	+3%	+$24.5K	0.64%	46
2013 Q4	$715K	Buy	18,990 +589	+3%	+$19.9K	0.61%	54
2013 Q3	$620K	Buy	18,401 +5,815	+46%	+$189K	0.57%	58
2013 Q2	$432K	Buy	+12,586	New	+$478K	0.4%	83

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 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

Winifred I. Li's LEN Position: Q4 2014 in Review

Winifred I. Li increased its Lennar Class A (LEN) stake by 0.83% in Q4 2014, buying an estimated $6.3K and bringing the position to 18,448 shares worth $788K. The position accounts for 0.74% of the portfolio, ranked #42.

Winifred I. Li first reported a position in LEN in Q2 2013 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold LEN as of Q4 2014.

Winifred I. Li held 18,448 shares of Lennar Class A worth $788K as of Q4 2014.
Winifred I. Li bought 152 Lennar Class A shares in Q4 2014, an estimated $6.3K.
Lennar Class A made up 0.74% of Winifred I. Li's portfolio in Q4 2014, its #42 holding.
Winifred I. Li first reported a position in Lennar Class A in Q2 2013 and has held it in 7 quarters since.
424 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.