Bollard Group’s Lennar Class A LEN Stock Holding History

Bollard Group’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 Q3	–	Sell	-31	Closed	-$4K	–	547
2023 Q2	$4K	Buy	+31	New	+$3.38K	﹤0.01%	442

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

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

Bollard Group's LEN Position: Q3 2023 in Review

Bollard Group sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 31 shares — an estimated $4K sold.

Bollard Group first reported a position in LEN in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

Bollard Group reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 31 Lennar Class A shares in Q3 2023, an estimated $4K.
Bollard Group first reported a position in Lennar Class A in Q2 2023 and held it in 1 quarter.
Bollard Group's Lennar Class A position peaked at $4K in Q2 2023.
872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.