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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

BerganKDV Wealth Management's LEN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Lennar Class A (LEN) position steady in Q2 2023 at 26 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

BerganKDV Wealth Management first reported a position in LEN in Q4 2018 and has held it in 19 quarters since. The position peaked at $13K in Q1 2021. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

BerganKDV Wealth Management held 26 shares of Lennar Class A worth $3.13K as of Q2 2023.
BerganKDV Wealth Management left its Lennar Class A share count unchanged in Q2 2023.
Lennar Class A made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #650 holding.
BerganKDV Wealth Management first reported a position in Lennar Class A in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Lennar Class A position peaked at $13K in Q1 2021.
862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.