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Colonial Trust Advisors’s Lennar Class A LEN Stock Holding History

Colonial Trust Advisors’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
Q2 		– Sell
-4
Closed -$688 – 918
2024
Q1 		$688 Sell
4
-51
-93% -$7.67K ﹤0.01% 888
2023
Q4 		$7.9K Buy
55
+25
+83% +$3.01K ﹤0.01% 537
2023
Q3 		$3.25K Hold
30
– – ﹤0.01% 663
2023
Q2 		$3.63K Hold
30
– – ﹤0.01% 675
2023
Q1 		$3.05K Hold
30
– – ﹤0.01% 679
2022
Q4 		$2.63K Buy
+30
New +$2.43K ﹤0.01% 694

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
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
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

Colonial Trust Advisors's LEN Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Lennar Class A (LEN) in Q2 2024, closing a stake of 4 shares — an estimated $688 sold.

Colonial Trust Advisors first reported a position in LEN in Q4 2022 and held it in 6 quarters. The position peaked at $7.9K in Q4 2023. 978 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Lennar Class A position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 4 Lennar Class A shares in Q2 2024, an estimated $688.
  • Colonial Trust Advisors first reported a position in Lennar Class A in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Lennar Class A position peaked at $7.9K in Q4 2023.
  • 978 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.