Beach Investment Counsel’s Lennar Class A LEN Stock Holding History

Beach Investment Counsel’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 Q1	–	Sell	-160,172	Closed	-$18M	–	168
2021 Q4	$18M	Buy	160,172 +988	+0.6%	+$101K	2.38%	15
2021 Q3	$14.4M	Buy	159,184 +7,258	+5%	+$718K	1.37%	22
2021 Q2	$14.6M	Sell	151,926 -25,792	-15%	-$2.49M	1.31%	24
2021 Q1	$17.4M	Sell	177,718 -12,948	-7%	-$1.09M	1.55%	18
2020 Q4	$14.1M	Buy	190,666 +83,817	+78%	+$6.28M	1.34%	25
2020 Q3	$8.45M	Buy	+106,849	New	+$7.59M	0.99%	31
2018 Q3	–	Sell	-83,322	Closed	-$4.24M	–	156
2018 Q2	$4.24M	Buy	+83,322	New	+$4.36M	0.44%	49

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beach Investment Counsel's LEN Position: Q1 2022 in Review

Beach Investment Counsel sold out of Lennar Class A (LEN) in Q1 2022, closing a stake of 160,172 shares — an estimated $18M sold.

Beach Investment Counsel first reported a position in LEN in Q2 2018 and held it in 7 quarters. The position peaked at $18M in Q4 2021. 763 funds tracked by Wall St. Rank hold LEN as of Q1 2022.

Beach Investment Counsel reported no remaining Lennar Class A position as of Q1 2022 after selling out during the quarter.
Beach Investment Counsel sold 160,172 Lennar Class A shares in Q1 2022, an estimated $18M.
Beach Investment Counsel first reported a position in Lennar Class A in Q2 2018 and held it in 7 quarters.
Beach Investment Counsel's Lennar Class A position peaked at $18M in Q4 2021.
763 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2022.

Based on Beach Investment Counsel's 13F filing for Q1 2022, filed 28 Apr 2022.