Ellis Investment Partners’s Lennar Class A LEN Stock Holding History

Ellis Investment Partners’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 Q4	–	Sell	-382	Closed	-$27K	–	494
2022 Q3	$27K	Buy	382 +2	+0.5%	+$155	0.01%	450
2022 Q2	$26K	Buy	380 +2	+0.5%	+$147	0.01%	470
2022 Q1	$29K	Buy	378 +1	+0.3%	+$90	0.01%	474
2021 Q4	$42K	Buy	377 +1	+0.3%	+$102	0.01%	445
2021 Q3	$34K	Buy	376 +1	+0.3%	+$99	0.01%	442
2021 Q2	$36K	Buy	375 +1	+0.3%	+$97	0.01%	443
2021 Q1	$37K	Buy	374 +1	+0.3%	+$84	0.01%	425
2020 Q4	$28K	Buy	373 +1	+0.3%	+$75	0.01%	445
2020 Q3	$29K	Buy	372 +1	+0.3%	+$71	0.01%	436
2020 Q2	$21K	Buy	371 +1	+0.3%	+$51	0.01%	454
2020 Q1	$12K	Hold	370	–	–	0.01%	462
2019 Q4	$19K	Buy	370 +1	+0.3%	+$57	0.01%	441
2019 Q3	$19K	Hold	369	–	–	0.01%	450
2019 Q2	$17K	Buy	+369	New	+$18.4K	0.01%	460

Other funds holding LEN

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ellis Investment Partners's LEN Position: Q4 2022 in Review

Ellis Investment Partners sold out of Lennar Class A (LEN) in Q4 2022, closing a stake of 382 shares — an estimated $27K sold.

Ellis Investment Partners first reported a position in LEN in Q2 2019 and held it in 14 quarters. The position peaked at $42K in Q4 2021. 763 funds tracked by Wall St. Rank hold LEN as of Q4 2022.

Ellis Investment Partners reported no remaining Lennar Class A position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 382 Lennar Class A shares in Q4 2022, an estimated $27K.
Ellis Investment Partners first reported a position in Lennar Class A in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's Lennar Class A position peaked at $42K in Q4 2021.
763 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.