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Bank of Stockton’s Lennar Class A LEN Stock Holding History

Bank of Stockton’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
2022
Q2 		– Sell
-3,368
Closed -$265K – 119
2022
Q1 		$265K Sell
3,368
-495
-13% -$44.6K 0.08% 110
2021
Q4 		$434K Sell
3,863
-6
-0.2% -$613 0.13% 89
2021
Q3 		$351K Sell
3,869
-258
-6% -$25.5K 0.11% 99
2021
Q2 		$397K Sell
4,127
-723
-15% -$69.8K 0.12% 92
2021
Q1 		$475K Sell
4,850
-1,472
-23% -$124K 0.16% 81
2020
Q4 		$466K Sell
6,322
-3,615
-36% -$271K 0.18% 76
2020
Q3 		$785K Buy
+9,937
New +$706K 0.33% 55

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Stockton's LEN Position: Q2 2022 in Review

Bank of Stockton sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 3,368 shares — an estimated $265K sold.

Bank of Stockton first reported a position in LEN in Q3 2020 and held it in 7 quarters. The position peaked at $785K in Q3 2020. 725 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

  • Bank of Stockton reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
  • Bank of Stockton sold 3,368 Lennar Class A shares in Q2 2022, an estimated $265K.
  • Bank of Stockton first reported a position in Lennar Class A in Q3 2020 and held it in 7 quarters.
  • Bank of Stockton's Lennar Class A position peaked at $785K in Q3 2020.
  • 725 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Bank of Stockton's 13F filing for Q2 2022, filed 22 Jul 2022.