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Carroll Financial Associates’s Lennar Class A LEN Stock Holding History

Carroll Financial Associates’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
Q4 		$20K Buy
183
+24
+15% +$2.45K ﹤0.01% 978
2021
Q3 		$14K Buy
159
+2
+1% +$198 ﹤0.01% 1096
2021
Q2 		$15K Buy
157
+17
+12% +$1.64K ﹤0.01% 1168
2021
Q1 		$13K Sell
140
-2,053
-94% -$173K ﹤0.01% 1144
2020
Q4 		$161K Buy
2,193
+2,066
+1,627% +$155K 0.01% 415
2020
Q3 		$10K Hold
127
– – ﹤0.01% 1028
2020
Q2 		$7K Buy
127
+10
+9% +$511 ﹤0.01% 1122
2020
Q1 		$4K Hold
117
– – ﹤0.01% 1182
2019
Q4 		$6K Hold
117
– – ﹤0.01% 1209
2019
Q3 		$6K Buy
117
+18
+18% +$877 ﹤0.01% 1150
2019
Q2 		$4K Buy
99
+10
+11% +$499 ﹤0.01% 1261
2019
Q1 		$4K Hold
89
– – ﹤0.01% 1161
2018
Q4 		$3K Sell
89
-1
-1% -$41 ﹤0.01% 1133
2018
Q3 		$4K Hold
90
– – ﹤0.01% 1122
2018
Q2 		$4K Buy
90
+24
+36% +$1.26K ﹤0.01% 1096
2018
Q1 		$3K Buy
66
+7
+12% +$422 ﹤0.01% 1115
2017
Q4 		$3K Sell
59
-1
-2% -$57 ﹤0.01% 1092
2017
Q3 		$3K Hold
60
– – ﹤0.01% 1069
2017
Q2 		$3K Sell
60
-5
-8% -$246 ﹤0.01% 1063
2017
Q1 		$3K Buy
65
+9
+16% +$408 ﹤0.01% 1057
2016
Q4 		$2K Hold
56
– – ﹤0.01% 1047
2016
Q3 		$2K Hold
56
– – ﹤0.01% 1063
2016
Q2 		$2K Hold
56
– – ﹤0.01% 1052
2016
Q1 		$2K Buy
56
+10
+22% +$410 ﹤0.01% 1037
2015
Q4 		$2K Hold
46
– – ﹤0.01% 995
2015
Q3 		$2K Buy
+46
New +$2.26K ﹤0.01% 972
2014
Q4 		– Sell
-216
Closed -$9K – 808
2014
Q3 		$9K Buy
+216
New +$8.02K ﹤0.01% 573

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carroll Financial Associates's LEN Position: Q4 2021 in Review

Carroll Financial Associates increased its Lennar Class A (LEN) stake by 15% in Q4 2021, buying an estimated $2.45K and bringing the position to 183 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Carroll Financial Associates first reported a position in LEN in Q3 2014 and has held it in 27 quarters since. The position peaked at $161K in Q4 2020. 819 funds tracked by Wall St. Rank hold LEN as of Q4 2021.

  • Carroll Financial Associates held 183 shares of Lennar Class A worth $20K as of Q4 2021.
  • Carroll Financial Associates bought 24 Lennar Class A shares in Q4 2021, an estimated $2.45K.
  • Lennar Class A made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #978 holding.
  • Carroll Financial Associates first reported a position in Lennar Class A in Q3 2014 and has held it in 27 quarters since.
  • Carroll Financial Associates's Lennar Class A position peaked at $161K in Q4 2020.
  • 819 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.