BDO Wealth Advisors’s Lennar Class A LEN Stock Holding History

BDO Wealth Advisors’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 Q2	$28.1K	Buy	231 +25	+12%	+$2.73K	﹤0.01%	526
2023 Q1	$20.9K	Hold	206	–	–	﹤0.01%	578
2022 Q4	$18K	Hold	206	–	–	﹤0.01%	594
2022 Q3	$15K	Sell	206 -45	-18%	-$3.5K	﹤0.01%	629
2022 Q2	$17K	Sell	251 -52	-17%	-$3.81K	﹤0.01%	590
2022 Q1	$24K	Buy	303 +52	+21%	+$4.68K	﹤0.01%	572
2021 Q4	$28K	Buy	251 +26	+12%	+$2.66K	﹤0.01%	558
2021 Q3	$20K	Buy	225 +26	+13%	+$2.57K	﹤0.01%	612
2021 Q2	$19K	Hold	199	–	–	﹤0.01%	637
2021 Q1	$20K	Buy	199 +154	+342%	+$12.9K	﹤0.01%	619
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	713
2020 Q3	$4K	Buy	+45	New	+$3.2K	﹤0.01%	586
2018 Q4	–	Sell	-108	Closed	-$5K	–	590
2018 Q3	$5K	Hold	108	–	–	﹤0.01%	504
2018 Q2	$6K	Hold	108	–	–	﹤0.01%	497
2018 Q1	$6K	Buy	+108	New	+$6.51K	﹤0.01%	428
2017 Q4	–	Sell	-946	Closed	-$48K	–	488
2017 Q3	$48K	Buy	946 +415	+78%	+$20.7K	0.02%	203
2017 Q2	$27K	Buy	+531	New	+$26.1K	0.01%	279

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

BDO Wealth Advisors's LEN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Lennar Class A (LEN) stake by 12% in Q2 2023, buying an estimated $2.73K and bringing the position to 231 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

BDO Wealth Advisors first reported a position in LEN in Q2 2017 and has held it in 17 quarters since. The position peaked at $48K in Q3 2017. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

BDO Wealth Advisors held 231 shares of Lennar Class A worth $28.1K as of Q2 2023.
BDO Wealth Advisors bought 25 Lennar Class A shares in Q2 2023, an estimated $2.73K.
Lennar Class A made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #526 holding.
BDO Wealth Advisors first reported a position in Lennar Class A in Q2 2017 and has held it in 17 quarters since.
BDO Wealth Advisors's Lennar Class A position peaked at $48K in Q3 2017.
862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.