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Access Financial Services’s Lennar Class A LEN Stock Holding History

Access Financial 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
2023
Q1 		– Sell
-7,406
Closed -$649K – 86
2022
Q4 		$649K Buy
7,406
+41
+0.6% +$3.32K 0.4% 66
2022
Q3 		$532K Buy
7,365
+163
+2% +$12.7K 0.34% 69
2022
Q2 		$492K Buy
+7,202
New +$528K 0.28% 80

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Access Financial Services's LEN Position: Q1 2023 in Review

Access Financial Services sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 7,406 shares — an estimated $649K sold.

Access Financial Services first reported a position in LEN in Q2 2022 and held it in 3 quarters. The position peaked at $649K in Q4 2022. 785 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

  • Access Financial Services reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
  • Access Financial Services sold 7,406 Lennar Class A shares in Q1 2023, an estimated $649K.
  • Access Financial Services first reported a position in Lennar Class A in Q2 2022 and held it in 3 quarters.
  • Access Financial Services's Lennar Class A position peaked at $649K in Q4 2022.
  • 785 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on Access Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.