Bailard’s Lennar Class A LEN Stock Holding History

Bailard’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 Q3	–	Sell	-1,999	Closed	-$242K	–	744
2023 Q2	$242K	Buy	+1,999	New	+$218K	0.01%	570

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bailard's LEN Position: Q3 2023 in Review

Bailard sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 1,999 shares — an estimated $242K sold.

Bailard first reported a position in LEN in Q2 2023 and held it in 1 quarter. The position peaked at $242K in Q2 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

Bailard reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
Bailard sold 1,999 Lennar Class A shares in Q3 2023, an estimated $242K.
Bailard first reported a position in Lennar Class A in Q2 2023 and held it in 1 quarter.
Bailard's Lennar Class A position peaked at $242K in Q2 2023.
872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Bailard's 13F filing for Q3 2023, filed 24 Oct 2023.