Berman Capital Advisors’s Lennar Class A LEN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$163K	Buy	1,802 +326	+22%	+$32.3K	0.03%	312
2021 Q2	$141K	Buy	1,476 +349	+31%	+$33.7K	0.02%	297
2021 Q1	$109K	Buy	1,127 +568	+102%	+$47.8K	0.02%	285
2020 Q4	$41K	Hold	559	–	–	0.01%	457
2020 Q3	$43K	Sell	559 -34	-6%	-$2.41K	0.01%	383
2020 Q2	$34K	Sell	593 -291	-33%	-$14.9K	0.01%	409
2020 Q1	$31K	Sell	884 -159	-15%	-$9K	0.01%	386
2019 Q4	$55K	Buy	1,043 +122	+13%	+$6.96K	0.02%	307
2019 Q3	$49K	Sell	921 -12	-1%	-$585	0.02%	305
2019 Q2	$43K	Buy	933 +97	+12%	+$4.84K	0.01%	328
2019 Q1	$39K	Buy	836 +173	+26%	+$7.83K	0.01%	312
2018 Q4	$24K	Buy	+663	New	+$27K	0.01%	353

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Berman Capital Advisors's LEN Position: Q3 2021 in Review

Berman Capital Advisors increased its Lennar Class A (LEN) stake by 22% in Q3 2021, buying an estimated $32.3K and bringing the position to 1,802 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #312.

Berman Capital Advisors first reported a position in LEN in Q4 2018 and has held it in 12 quarters since. 745 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

Berman Capital Advisors held 1,802 shares of Lennar Class A worth $163K as of Q3 2021.
Berman Capital Advisors bought 326 Lennar Class A shares in Q3 2021, an estimated $32.3K.
Lennar Class A made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #312 holding.
Berman Capital Advisors first reported a position in Lennar Class A in Q4 2018 and has held it in 12 quarters since.
745 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.