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

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

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

Aristotle Capital Management

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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