Avalon Global Asset Management’s Lennar Class A LEN Stock Holding History

Avalon Global Asset Management’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 Q4	–	Sell	-82,640	Closed	-$15M	–	38
2024 Q3	$15M	Buy	+82,640	New	+$13.8M	2.26%	17
2021 Q1	–	Sell	-67,145	Closed	-$4.96M	–	60
2020 Q4	$4.96M	Buy	+67,145	New	+$5.03M	1.38%	30
2018 Q4	–	Sell	-160,115	Closed	-$7.24M	–	32
2018 Q3	$7.24M	Hold	160,115	–	–	2.5%	17
2018 Q2	$8.14M	Buy	160,115 +77,475	+94%	+$4.06M	2.96%	10
2018 Q1	$4.71M	Buy	+82,640	New	+$4.98M	1.63%	25

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Global Asset Management's LEN Position: Q3 2021 in Review

Avalon Global Asset Management sold out of Lennar Class A (LEN) in Q3 2021, closing a stake of 36,155 shares — an estimated $3.48M sold.

Avalon Global Asset Management first reported a position in LEN in Q4 2018 and held it in 4 quarters. The position peaked at $8.1M in Q1 2021. 744 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

Avalon Global Asset Management reported no remaining Lennar Class A position as of Q3 2021 after selling out during the quarter.
Avalon Global Asset Management sold 36,155 Lennar Class A shares in Q3 2021, an estimated $3.48M.
Avalon Global Asset Management first reported a position in Lennar Class A in Q4 2018 and held it in 4 quarters.
Avalon Global Asset Management's Lennar Class A position peaked at $8.1M in Q1 2021.
744 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Avalon Global Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.