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Advisor Partners II’s Lennar Class A LEN Stock Holding History

Advisor Partners II’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
Q3 		$1.08M Sell
9,925
-267
-3% -$31.3K 0.04% 465
2023
Q2 		$1.24M Buy
10,192
+62
+0.6% +$6.77K 0.06% 335
2023
Q1 		$1.03M Buy
10,130
+9
+0.1% +$869 0.06% 347
2022
Q4 		$887K Buy
10,121
+2,434
+32% +$197K 0.06% 351
2022
Q3 		$555K Buy
+7,687
New +$597K 0.04% 426

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Advisor Partners II's LEN Position: Q3 2023 in Review

Advisor Partners II reduced its Lennar Class A (LEN) stake by 2.6% in Q3 2023, selling an estimated $31.3K and leaving 9,925 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #465.

Advisor Partners II first reported a position in LEN in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Advisor Partners II held 9,925 shares of Lennar Class A worth $1.08M as of Q3 2023.
  • Advisor Partners II sold 267 Lennar Class A shares in Q3 2023, an estimated $31.3K.
  • Lennar Class A made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #465 holding.
  • Advisor Partners II first reported a position in Lennar Class A in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Lennar Class A position peaked at $1.24M in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.