180 Wealth Advisors’s Lennar Class A LEN Stock Holding History

180 Wealth Advisors’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
2023 Q4	–	Sell	-1,880	Closed	-$204K	–	392
2023 Q3	$204K	Sell	1,880 -4,033	-68%	-$473K	0.05%	331
2023 Q2	$717K	Sell	5,913 -2,481	-30%	-$271K	0.16%	139
2023 Q1	$854K	Buy	8,394 +2,219	+36%	+$214K	0.2%	123
2022 Q4	$598K	Buy	6,175 +1,505	+32%	+$122K	0.14%	154
2022 Q3	$337K	Buy	4,670 +37	+0.8%	+$2.87K	0.09%	220
2022 Q2	$335K	Sell	4,633 -65	-1%	-$4.76K	0.09%	231
2022 Q1	$362K	Buy	4,698 +250	+6%	+$22.5K	0.08%	238
2021 Q4	$410K	Buy	4,448 +624	+16%	+$63.8K	0.09%	212
2021 Q3	$360K	Buy	3,824 +437	+13%	+$43.2K	0.08%	243
2021 Q2	$347K	Buy	+3,387	New	+$327K	0.08%	242
2019 Q4	–	Sell	-10,179	Closed	-$577K	–	274
2019 Q3	$577K	Buy	10,179 +572	+6%	+$27.9K	0.26%	109
2019 Q2	$451K	Buy	+9,607	New	+$479K	0.2%	132

Other funds holding LEN

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

BlackRock New York $5.72T AUM 30.48% 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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

180 Wealth Advisors's LEN Position: Q4 2023 in Review

180 Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 1,880 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in LEN in Q2 2019 and held it in 12 quarters. The position peaked at $854K in Q1 2023. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

180 Wealth Advisors reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
180 Wealth Advisors sold 1,880 Lennar Class A shares in Q4 2023, an estimated $204K.
180 Wealth Advisors first reported a position in Lennar Class A in Q2 2019 and held it in 12 quarters.
180 Wealth Advisors's Lennar Class A position peaked at $854K in Q1 2023.
946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.