Echo Street Capital Management’s Lennar Class A LEN Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-847,779	Closed	-$92.1M	–	239
2023 Q3	$92.1M	Buy	847,779 +836,952	+7,730%	+$98.2M	0.86%	43
2023 Q2	$1.31M	Buy	+10,827	New	+$1.18M	0.01%	112
2022 Q2	–	Sell	-4,373	Closed	-$344K	–	638
2022 Q1	$344K	Buy	4,373 +583	+15%	+$52.5K	﹤0.01%	483
2021 Q4	$426K	Buy	+3,790	New	+$387K	﹤0.01%	450
2021 Q2	–	Sell	-90,866	Closed	-$8.9M	–	665
2021 Q1	$8.9M	Sell	90,866 -611,430	-87%	-$51.4M	0.08%	125
2020 Q4	$51.8M	Buy	702,296 +71,477	+11%	+$5.35M	0.52%	78
2020 Q3	$49.9M	Sell	630,819 -717,401	-53%	-$50.9M	0.86%	61
2020 Q2	$80.4M	Buy	1,348,220 +244,259	+22%	+$12.5M	0.95%	27
2020 Q1	$40.8M	Buy	1,103,961 +604,988	+121%	+$34.2M	0.88%	41
2019 Q4	$26.9M	Buy	498,973 +377,624	+311%	+$21.5M	0.42%	98
2019 Q3	$6.56M	Buy	+121,349	New	+$5.91M	0.11%	155
2019 Q2	–	Sell	-188,714	Closed	-$8.97M	–	187
2019 Q1	$8.97M	Buy	+188,714	New	+$8.54M	0.18%	141
2015 Q4	–	Sell	-287,734	Closed	-$13.2M	–	205
2015 Q3	$13.2M	Buy	+287,734	New	+$14.1M	0.49%	81

Other funds holding LEN

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Echo Street Capital Management's LEN Position: Q4 2023 in Review

Echo Street Capital Management sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 847,779 shares — an estimated $92.1M sold.

Echo Street Capital Management first reported a position in LEN in Q3 2015 and held it in 13 quarters. The position peaked at $92.1M in Q3 2023. 947 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

Echo Street Capital Management reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 847,779 Lennar Class A shares in Q4 2023, an estimated $92.1M.
Echo Street Capital Management first reported a position in Lennar Class A in Q3 2015 and held it in 13 quarters.
Echo Street Capital Management's Lennar Class A position peaked at $92.1M in Q3 2023.
947 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.