BerganKDV Wealth Management’s Lennar Class A LEN Stock Holding History

BerganKDV Wealth Management’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	$3.13K	Hold	26	–	–	﹤0.01%	650
2023 Q1	$2.63K	Hold	26	–	–	﹤0.01%	790
2022 Q4	$2.26K	Hold	26	–	–	﹤0.01%	785
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	816
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	831
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	859
2021 Q4	$3K	Hold	26	–	–	﹤0.01%	865
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	888
2021 Q2	$2K	Sell	26 -103	-80%	-$9.95K	﹤0.01%	824
2021 Q1	$13K	Buy	129 +103	+396%	+$8.66K	﹤0.01%	544
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	784
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	708
2020 Q2	$2K	Sell	26 -14	-35%	-$715	﹤0.01%	759
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	843
2019 Q4	$2K	Buy	40 +15	+60%	+$856	﹤0.01%	777
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	667
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	706
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	702
2018 Q4	$1K	Buy	+25	New	+$1.02K	﹤0.01%	663

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

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

Capital World Investors

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

Aristotle Capital Management

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

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)

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

Geode Capital Management

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