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American Trust’s Lennar Class A LEN Stock Holding History

American Trust’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 		– Sell
-2,384
Closed -$289K – 362
2023
Q2 		$289K Sell
2,384
-235
-9% -$25.6K 0.02% 315
2023
Q1 		$266K Sell
2,619
-74
-3% -$7.14K 0.02% 340
2022
Q4 		$236K Buy
+2,693
New +$218K 0.02% 361
2022
Q2 		– Sell
-2,858
Closed -$225K – 487
2022
Q1 		$225K Sell
2,858
-2,265
-44% -$204K 0.02% 434
2021
Q4 		$576K Buy
+5,123
New +$524K 0.04% 155

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

American Trust's LEN Position: Q3 2023 in Review

American Trust sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 2,384 shares — an estimated $289K sold.

American Trust first reported a position in LEN in Q4 2021 and held it in 5 quarters. The position peaked at $576K in Q4 2021. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • American Trust reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • American Trust sold 2,384 Lennar Class A shares in Q3 2023, an estimated $289K.
  • American Trust first reported a position in Lennar Class A in Q4 2021 and held it in 5 quarters.
  • American Trust's Lennar Class A position peaked at $576K in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.