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Ergoteles’s Lennar Class A LEN Stock Holding History

Ergoteles’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
-1,936
Closed -$235K – 492
2023
Q2 		$235K Buy
+1,936
New +$211K 0.01% 829
2022
Q4 		– Sell
-26,664
Closed -$1.92M – 1694
2022
Q3 		$1.92M Sell
26,664
-20,152
-43% -$1.57M 0.07% 286
2022
Q2 		$3.2M Sell
46,816
-73,679
-61% -$5.4M 0.1% 213
2022
Q1 		$9.47M Buy
120,495
+118,112
+4,956% +$10.6M 0.36% 63
2021
Q4 		$268K Sell
2,383
-3,400
-59% -$348K 0.01% 904
2021
Q3 		$524K Buy
+5,783
New +$572K 0.02% 564
2020
Q4 		– Sell
-8,677
Closed -$686K – 805
2020
Q3 		$686K Buy
+8,677
New +$616K 0.09% 179

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

Ergoteles's LEN Position: Q3 2023 in Review

Ergoteles sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 1,936 shares — an estimated $235K sold.

Ergoteles first reported a position in LEN in Q3 2020 and held it in 7 quarters. The position peaked at $9.47M in Q1 2022. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Ergoteles reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 1,936 Lennar Class A shares in Q3 2023, an estimated $235K.
  • Ergoteles first reported a position in Lennar Class A in Q3 2020 and held it in 7 quarters.
  • Ergoteles's Lennar Class A position peaked at $9.47M in Q1 2022.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

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