CSat Investment Advisory’s Lennar Class A LEN Stock Holding History

CSat Investment Advisory’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 Q1	$39K	Sell	402 -12	-3%	-$1.01K	0.03%	252
2020 Q4	$31K	Sell	414 -549	-57%	-$41.1K	0.03%	254
2020 Q3	$76K	Sell	963 -50	-5%	-$3.55K	0.01%	569
2020 Q2	$61K	Sell	1,013 -715	-41%	-$36.5K	0.01%	646
2020 Q1	$63K	Buy	1,728 +150	+10%	+$8.49K	0.01%	468
2019 Q4	$85K	Buy	1,578 +160	+11%	+$9.13K	0.02%	403
2019 Q3	$77K	Buy	1,418 +121	+9%	+$5.89K	0.02%	372
2019 Q2	$61K	Buy	1,297 +839	+183%	+$41.8K	0.02%	414
2019 Q1	$22K	Sell	458 -95	-17%	-$4.3K	0.01%	296
2018 Q4	$21K	Buy	553 +267	+93%	+$10.9K	0.01%	267
2018 Q3	$13K	Buy	286 +63	+28%	+$3.17K	0.01%	317
2018 Q2	$11K	Buy	+223	New	+$11.7K	0.01%	326

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's LEN Position: Q1 2021 in Review

CSat Investment Advisory reduced its Lennar Class A (LEN) stake by 2.9% in Q1 2021, selling an estimated $1.01K and leaving 402 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #252.

CSat Investment Advisory first reported a position in LEN in Q2 2018 and has held it in 12 quarters since. The position peaked at $85K in Q4 2019. 730 funds tracked by Wall St. Rank hold LEN as of Q1 2021.

CSat Investment Advisory held 402 shares of Lennar Class A worth $39K as of Q1 2021.
CSat Investment Advisory sold 12 Lennar Class A shares in Q1 2021, an estimated $1.01K.
Lennar Class A made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #252 holding.
CSat Investment Advisory first reported a position in Lennar Class A in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Lennar Class A position peaked at $85K in Q4 2019.
730 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.