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Curi Wealth Management’s Lennar Class A LEN Stock Holding History

Curi Wealth Management’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
-7
Closed – – 472
2022
Q2 		$0 Hold
7
– – ﹤0.01% 686
2022
Q1 		$0 Hold
7
– – ﹤0.01% 592
2021
Q4 		$0 Buy
+7
New +$716 ﹤0.01% 552
2021
Q1 		– Sell
-7
Closed – – 308
2020
Q4 		$0 Buy
+7
New +$524 ﹤0.01% 463

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

Curi Wealth Management's LEN Position: Q3 2022 in Review

Curi Wealth Management sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 7 shares.

Curi Wealth Management first reported a position in LEN in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 701 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

  • Curi Wealth Management reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 7 Lennar Class A shares in Q3 2022.
  • Curi Wealth Management first reported a position in Lennar Class A in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Lennar Class A position peaked at $0 in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.