Annex Advisory Services’s Lennar Class A LEN Stock Holding History

Annex Advisory 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
2022 Q3	–	Sell	-4,060	Closed	-$277K	–	251
2022 Q2	$277K	Sell	4,060 -48,070	-92%	-$3.52M	0.02%	200
2022 Q1	$4.1M	Buy	52,130 +3,521	+7%	+$317K	0.3%	65
2021 Q4	$5.47M	Buy	48,609 +1,564	+3%	+$160K	0.37%	49
2021 Q3	$4.27M	Buy	47,045 +2,413	+5%	+$239K	0.35%	51
2021 Q2	$4.29M	Buy	44,632 +2,269	+5%	+$219K	0.35%	50
2021 Q1	$4.15M	Buy	42,363 +3,549	+9%	+$298K	0.4%	46
2020 Q4	$2.86M	Buy	38,814 +16,820	+76%	+$1.26M	0.28%	56
2020 Q3	$1.74M	Buy	21,994 +1,104	+5%	+$78.4K	0.22%	53
2020 Q2	$1.25M	Buy	20,890 +5,782	+38%	+$295K	0.17%	63
2020 Q1	$559K	Buy	+15,108	New	+$855K	0.08%	79

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Annex Advisory Services's LEN Position: Q3 2022 in Review

Annex Advisory Services sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 4,060 shares — an estimated $277K sold.

Annex Advisory Services first reported a position in LEN in Q1 2020 and held it in 10 quarters. The position peaked at $5.47M in Q4 2021. 701 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

Annex Advisory Services reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
Annex Advisory Services sold 4,060 Lennar Class A shares in Q3 2022, an estimated $277K.
Annex Advisory Services first reported a position in Lennar Class A in Q1 2020 and held it in 10 quarters.
Annex Advisory Services's Lennar Class A position peaked at $5.47M in Q4 2021.
701 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Annex Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.