Avantax Planning Partners’s Lennar Class A LEN Stock Holding History

Avantax Planning 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
2024 Q2	–	Sell	-1,289	Closed	-$215K	–	486
2024 Q1	$215K	Buy	+1,289	New	+$194K	0.01%	434
2018 Q4	–	Sell	-860	Closed	-$39K	–	798
2018 Q3	$39K	Buy	+860	New	+$43.3K	﹤0.01%	541
2018 Q2	–	Sell	-23,111	Closed	-$1.32M	–	912
2018 Q1	$1.32M	Hold	23,111	–	–	0.11%	81
2017 Q4	$1.42M	Sell	23,111 -393	-2%	-$22.3K	0.13%	67
2017 Q3	$1.18M	Sell	23,504 -1,344	-5%	-$67K	0.09%	103
2017 Q2	$1.26M	Buy	24,848 +18	+0.1%	+$886	0.11%	91
2017 Q1	$1.21M	Sell	24,830 -722	-3%	-$32.7K	0.11%	82
2016 Q4	$1.04M	Buy	+25,552	New	+$1.03M	0.11%	91

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Avantax Planning Partners's LEN Position: Q2 2024 in Review

Avantax Planning Partners sold out of Lennar Class A (LEN) in Q2 2024, closing a stake of 1,289 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in LEN in Q4 2016 and held it in 8 quarters. The position peaked at $1.42M in Q4 2017. 980 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

Avantax Planning Partners reported no remaining Lennar Class A position as of Q2 2024 after selling out during the quarter.
Avantax Planning Partners sold 1,289 Lennar Class A shares in Q2 2024, an estimated $215K.
Avantax Planning Partners first reported a position in Lennar Class A in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's Lennar Class A position peaked at $1.42M in Q4 2017.
980 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.