Advisory Research’s Lennar Class A LEN Stock Holding History

Advisory Research’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	-4,257	Closed	-$463K	–	408
2023 Q3	$463K	Buy	4,257 +1,067	+33%	+$125K	0.06%	291
2023 Q2	$387K	Buy	+3,190	New	+$348K	0.05%	334
2021 Q3	–	Sell	-2,712	Closed	-$261K	–	387
2021 Q2	$261K	Sell	2,712 -3,831	-59%	-$370K	0.02%	313
2021 Q1	$641K	Sell	6,543 -1,971	-23%	-$166K	0.05%	249
2020 Q4	$628K	Sell	8,514 -3,887	-31%	-$291K	0.05%	241
2020 Q3	$981K	Buy	12,401 +6,391	+106%	+$454K	0.1%	177
2020 Q2	$359K	Buy	+6,010	New	+$307K	0.03%	269
2014 Q2	–	Sell	-1,660	Closed	-$63K	–	515
2014 Q1	$63K	Buy	+1,660	New	+$63.4K	﹤0.01%	743

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

Advisory Research's LEN Position: Q4 2023 in Review

Advisory Research sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 4,257 shares — an estimated $463K sold.

Advisory Research first reported a position in LEN in Q1 2014 and held it in 8 quarters. The position peaked at $981K in Q3 2020. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

Advisory Research reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 4,257 Lennar Class A shares in Q4 2023, an estimated $463K.
Advisory Research first reported a position in Lennar Class A in Q1 2014 and held it in 8 quarters.
Advisory Research's Lennar Class A position peaked at $981K in Q3 2020.
946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.