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Chicago Trust’s Lennar Class A LEN Stock Holding History

Chicago Trust’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
-2,202
Closed -$267K – 290
2023
Q2 		$267K Sell
2,202
-278
-11% -$30.3K 0.06% 249
2023
Q1 		$252K Sell
2,480
-17
-0.7% -$1.64K 0.06% 257
2022
Q4 		$219K Buy
+2,497
New +$202K 0.05% 280
2022
Q1 		– Sell
-8,672
Closed -$975K – 344
2021
Q4 		$975K Hold
8,672
– – 0.19% 136
2021
Q3 		$787K Buy
8,672
+935
+12% +$92.5K 0.17% 144
2021
Q2 		$744K Buy
+7,737
New +$747K 0.18% 140
2021
Q1 		– Sell
-3,172
Closed -$234K – 219
2020
Q4 		$234K Buy
+3,172
New +$238K 0.08% 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Chicago Trust's LEN Position: Q3 2023 in Review

Chicago Trust sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 2,202 shares — an estimated $267K sold.

Chicago Trust first reported a position in LEN in Q4 2020 and held it in 7 quarters. The position peaked at $975K in Q4 2021. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Chicago Trust reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Chicago Trust sold 2,202 Lennar Class A shares in Q3 2023, an estimated $267K.
  • Chicago Trust first reported a position in Lennar Class A in Q4 2020 and held it in 7 quarters.
  • Chicago Trust's Lennar Class A position peaked at $975K in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Chicago Trust's 13F filing for Q3 2023, filed 27 Oct 2023.