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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Aristotle Capital Management

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

Wellington Management Group

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

Manulife (Manufacturers Life Insurance)

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

Geode Capital Management

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

Capital World Investors

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