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Disciplined Investments’s Lennar Class A LEN Stock Holding History

Disciplined Investments’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
-31
Closed -$3.76K – 894
2023
Q2 		$3.76K Buy
31
+1
+3% +$109 ﹤0.01% 467
2023
Q1 		$3.05K Hold
30
– – ﹤0.01% 520
2022
Q4 		$2.63K Sell
30
-46
-61% -$3.73K ﹤0.01% 530
2022
Q3 		$6K Buy
76
+12
+19% +$932 ﹤0.01% 408
2022
Q2 		$4K Sell
64
-10
-14% -$733 ﹤0.01% 484
2022
Q1 		$6K Buy
74
+26
+54% +$2.34K ﹤0.01% 437
2021
Q4 		$5K Hold
48
– – ﹤0.01% 395
2021
Q3 		$4K Hold
48
– – ﹤0.01% 356
2021
Q2 		$5K Hold
48
– – ﹤0.01% 334
2021
Q1 		$5K Buy
+48
New +$4.04K ﹤0.01% 293

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

Disciplined Investments's LEN Position: Q3 2023 in Review

Disciplined Investments sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 31 shares — an estimated $3.76K sold.

Disciplined Investments first reported a position in LEN in Q1 2021 and held it in 10 quarters. The position peaked at $6K in Q3 2022. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Disciplined Investments reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 31 Lennar Class A shares in Q3 2023, an estimated $3.76K.
  • Disciplined Investments first reported a position in Lennar Class A in Q1 2021 and held it in 10 quarters.
  • Disciplined Investments's Lennar Class A position peaked at $6K in Q3 2022.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.