CIP
LEN icon

Chartwell Investment Partners’s Lennar Class A LEN Stock Holding History

Chartwell Investment Partners’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
2024
Q3 		$724K Sell
3,989
-11,843
-75% -$1.98M 0.02% 375
2024
Q2 		$2.3M Buy
15,832
+2,305
+17% +$351K 0.08% 271
2024
Q1 		$2.25M Buy
13,527
+1,720
+15% +$259K 0.08% 273
2023
Q4 		$1.7M Buy
11,807
+7,235
+158% +$871K 0.06% 298
2023
Q3 		$496K Buy
4,572
+627
+16% +$73.5K 0.02% 394
2023
Q2 		$479K Buy
+3,945
New +$431K 0.02% 390
2016
Q1 		– Sell
-241,592
Closed -$11.2M – 329
2015
Q4 		$11.2M Sell
241,592
-192,395
-44% -$9.17M 0.23% 137
2015
Q3 		$19.9M Buy
+433,987
New +$21.3M 0.43% 70
2015
Q1 		– Sell
-492,382
Closed -$21M – 352
2014
Q4 		$21M Sell
492,382
-246,593
-33% -$10.2M 0.44% 64
2014
Q3 		$27.3M Sell
738,975
-5,752
-0.8% -$213K 0.62% 39
2014
Q2 		$29.8M Sell
744,727
-2,521
-0.3% -$95.6K 0.62% 35
2014
Q1 		$28.2M Sell
747,248
-118,598
-14% -$4.53M 0.57% 45
2013
Q4 		$32.6M Buy
865,846
+95,916
+12% +$3.24M 0.67% 29
2013
Q3 		$25.9M Buy
769,930
+717,402
+1,366% +$23.3M 0.59% 32
2013
Q2 		$1.8M Buy
+52,528
New +$1.99M 0.05% 301

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chartwell Investment Partners's LEN Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Lennar Class A (LEN) stake by 75% in Q3 2024, selling an estimated $1.98M and leaving 3,989 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #375.

Chartwell Investment Partners first reported a position in LEN in Q2 2013 and has held it in 15 quarters since. The position peaked at $32.6M in Q4 2013. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Chartwell Investment Partners held 3,989 shares of Lennar Class A worth $724K as of Q3 2024.
  • Chartwell Investment Partners sold 11,843 Lennar Class A shares in Q3 2024, an estimated $1.98M.
  • Lennar Class A made up 0.02% of Chartwell Investment Partners's portfolio in Q3 2024, its #375 holding.
  • Chartwell Investment Partners first reported a position in Lennar Class A in Q2 2013 and has held it in 15 quarters since.
  • Chartwell Investment Partners's Lennar Class A position peaked at $32.6M in Q4 2013.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.