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Ellevest Inc’s Lennar Class A LEN Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-465
Closed -$47.3K – 1048
2023
Q1 		$47.3K Buy
465
+45
+11% +$4.34K ﹤0.01% 615
2022
Q4 		$36.8K Sell
420
-449
-52% -$36.4K ﹤0.01% 696
2022
Q3 		$63K Buy
869
+476
+121% +$37K 0.01% 518
2022
Q2 		$27K Sell
393
-141
-26% -$10.3K ﹤0.01% 703
2022
Q1 		$42K Buy
534
+90
+20% +$8.11K ﹤0.01% 578
2021
Q4 		$50K Buy
444
+18
+4% +$1.84K ﹤0.01% 509
2021
Q3 		$39K Buy
426
+31
+8% +$3.07K ﹤0.01% 528
2021
Q2 		$38K Sell
395
-137
-26% -$13.2K ﹤0.01% 525
2021
Q1 		$52K Buy
532
+252
+90% +$21.2K 0.01% 464
2020
Q4 		$21K Sell
280
-70
-20% -$5.24K ﹤0.01% 624
2020
Q3 		$28K Buy
350
+294
+525% +$20.9K 0.01% 464
2020
Q2 		$3K Buy
+56
New +$2.86K ﹤0.01% 830
2020
Q1 		– Sell
-11
Closed -$1K – 1207
2019
Q4 		$1K Hold
11
– – ﹤0.01% 808
2019
Q3 		$1K Buy
+11
New +$536 ﹤0.01% 414

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ellevest Inc's LEN Position: Q2 2023 in Review

Ellevest Inc sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 465 shares — an estimated $47.3K sold.

Ellevest Inc first reported a position in LEN in Q3 2019 and held it in 14 quarters. The position peaked at $63K in Q3 2022. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

  • Ellevest Inc reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 465 Lennar Class A shares in Q2 2023, an estimated $47.3K.
  • Ellevest Inc first reported a position in Lennar Class A in Q3 2019 and held it in 14 quarters.
  • Ellevest Inc's Lennar Class A position peaked at $63K in Q3 2022.
  • 862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.