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

Amplius 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
2022
Q1 		– Sell
-902
Closed -$101K – 572
2021
Q4 		$101K Buy
+902
New +$92.2K 0.01% 247

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amplius Wealth Advisors's LEN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2022, closing a stake of 902 shares — an estimated $101K sold.

Amplius Wealth Advisors first reported a position in LEN in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 762 funds tracked by Wall St. Rank hold LEN as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Lennar Class A position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 902 Lennar Class A shares in Q1 2022, an estimated $101K.
  • Amplius Wealth Advisors first reported a position in Lennar Class A in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Lennar Class A position peaked at $101K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.