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Columbia Trust’s Lennar Class A LEN Stock Holding History

Columbia 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
2022
Q3 		– Sell
-3,288
Closed -$225K – 136
2022
Q2 		$225K Buy
3,288
+13
+0.4% +$953 0.12% 134
2022
Q1 		$244K Sell
3,275
-222
-6% -$20K 0.11% 137
2021
Q4 		$317K Hold
3,497
– – 0.17% 112
2021
Q3 		$317K Sell
3,497
-1,475
-30% -$146K 0.17% 112
2021
Q2 		$478K Buy
4,972
+244
+5% +$23.6K 0.27% 98
2021
Q1 		$463K Buy
4,728
+368
+8% +$30.9K 0.29% 88
2020
Q4 		$321K Buy
+4,360
New +$327K 0.22% 103
2020
Q2 		$229K Buy
+3,849
New +$197K 0.2% 118

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Columbia Trust's LEN Position: Q3 2022 in Review

Columbia Trust sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 3,288 shares — an estimated $225K sold.

Columbia Trust first reported a position in LEN in Q2 2020 and held it in 8 quarters. The position peaked at $478K in Q2 2021. 701 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

  • Columbia Trust reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
  • Columbia Trust sold 3,288 Lennar Class A shares in Q3 2022, an estimated $225K.
  • Columbia Trust first reported a position in Lennar Class A in Q2 2020 and held it in 8 quarters.
  • Columbia Trust's Lennar Class A position peaked at $478K in Q2 2021.
  • 701 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Columbia Trust's 13F filing for Q3 2022, filed 11 Oct 2022.