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

Annapolis 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
2024 Q1	–	Sell	-226	Closed	-$32.6K	–	420
2023 Q4	$32.6K	Hold	226	–	–	0.01%	234
2023 Q3	$24.6K	Hold	226	–	–	0.01%	250
2023 Q2	$27.4K	Hold	226	–	–	0.01%	237
2023 Q1	$23K	Hold	226	–	–	0.01%	235
2022 Q4	$19.8K	Sell	226 -344	-60%	-$27.9K	0.01%	247
2022 Q3	$41K	Buy	570 +182	+47%	+$14.1K	0.02%	185
2022 Q2	$27K	Hold	388	–	–	0.01%	221
2022 Q1	$31K	Hold	388	–	–	0.01%	225
2021 Q4	$44K	Buy	388 +63	+19%	+$6.44K	0.01%	193
2021 Q3	$30K	Hold	325	–	–	0.01%	209
2021 Q2	$31K	Hold	325	–	–	0.01%	193
2021 Q1	$32K	Hold	325	–	–	0.01%	177
2020 Q4	$24K	Buy	+325	New	+$24.3K	0.01%	193

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Annapolis Financial Services's LEN Position: Q1 2024 in Review

Annapolis Financial Services sold out of Lennar Class A (LEN) in Q1 2024, closing a stake of 226 shares — an estimated $32.6K sold.

Annapolis Financial Services first reported a position in LEN in Q4 2020 and held it in 13 quarters. The position peaked at $44K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LEN as of Q1 2024.

Annapolis Financial Services reported no remaining Lennar Class A position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 226 Lennar Class A shares in Q1 2024, an estimated $32.6K.
Annapolis Financial Services first reported a position in Lennar Class A in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Lennar Class A position peaked at $44K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.