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

Biltmore 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
2021
Q1 		– Sell
-10,146
Closed -$749K – 55
2020
Q4 		$749K Sell
10,146
-727
-7% -$54.5K 0.39% 18
2020
Q3 		$649K Sell
10,873
-1,144
-10% -$81.2K 0.38% 16
2020
Q2 		$444K Buy
+12,017
New +$614K 0.29% 23

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GA
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

Biltmore Wealth Management's LEN Position: Q1 2021 in Review

Biltmore Wealth Management sold out of Lennar Class A (LEN) in Q1 2021, closing a stake of 10,146 shares — an estimated $749K sold.

Biltmore Wealth Management first reported a position in LEN in Q2 2020 and held it in 3 quarters. The position peaked at $749K in Q4 2020. 729 funds tracked by Wall St. Rank hold LEN as of Q1 2021.

  • Biltmore Wealth Management reported no remaining Lennar Class A position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 10,146 Lennar Class A shares in Q1 2021, an estimated $749K.
  • Biltmore Wealth Management first reported a position in Lennar Class A in Q2 2020 and held it in 3 quarters.
  • Biltmore Wealth Management's Lennar Class A position peaked at $749K in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.