Bedel Financial Consulting’s Lennar Class A LEN Stock Holding History

Bedel Financial Consulting’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	-33	Closed	-$3K	–	571
2022 Q1	$3K	Sell	33 -5	-13%	-$450	﹤0.01%	839
2021 Q4	$4K	Buy	38 +5	+15%	+$511	﹤0.01%	817
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	845
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	837
2021 Q1	$3K	Sell	33 -18	-35%	-$1.51K	﹤0.01%	808
2020 Q4	$4K	Hold	51	–	–	﹤0.01%	687
2020 Q3	$4K	Buy	51 +24	+89%	+$1.7K	﹤0.01%	644
2020 Q2	$2K	Hold	27	–	–	﹤0.01%	692
2020 Q1	$1K	Sell	27 -26	-49%	-$1.47K	﹤0.01%	753
2019 Q4	$3K	Hold	53	–	–	﹤0.01%	643
2019 Q3	$3K	Hold	53	–	–	﹤0.01%	619
2019 Q2	$2K	Hold	53	–	–	﹤0.01%	649
2019 Q1	$3K	Hold	53	–	–	﹤0.01%	613
2018 Q4	$2K	Hold	53	–	–	﹤0.01%	614
2018 Q3	$2K	Hold	53	–	–	﹤0.01%	615
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	595
2018 Q1	$3K	Buy	+53	New	+$3.2K	﹤0.01%	593

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

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 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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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 $187B AUM 18.48% 1-Year Est. Return