Arlington Partners’s Lennar Class A LEN Stock Holding History

Arlington Partners’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	-1,830	Closed	-$199K	–	321
2023 Q3	$199K	Buy	1,830 +461	+34%	+$54.1K	0.08%	85
2023 Q2	$166K	Buy	1,369 +1,275	+1,356%	+$139K	0.03%	174
2023 Q1	$9.56K	Buy	+94	New	+$9.07K	﹤0.01%	425
2021 Q2	–	Sell	-219	Closed	-$21K	–	356
2021 Q1	$21K	Hold	219	–	–	0.01%	298
2020 Q4	$16K	Buy	+219	New	+$16.4K	0.01%	163

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

Arlington Partners's LEN Position: Q4 2023 in Review

Arlington Partners sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 1,830 shares — an estimated $199K sold.

Arlington Partners first reported a position in LEN in Q4 2020 and held it in 5 quarters. The position peaked at $199K in Q3 2023. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

Arlington Partners reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 1,830 Lennar Class A shares in Q4 2023, an estimated $199K.
Arlington Partners first reported a position in Lennar Class A in Q4 2020 and held it in 5 quarters.
Arlington Partners's Lennar Class A position peaked at $199K in Q3 2023.
946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.