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 $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bedel Financial Consulting's LEN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 33 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in LEN in Q1 2018 and held it in 17 quarters. The position peaked at $4K in Q4 2021. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

Bedel Financial Consulting reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 33 Lennar Class A shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Lennar Class A in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Lennar Class A position peaked at $4K in Q4 2021.
724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.