Estate Counselors’s Lennar Class A LEN Stock Holding History

Estate Counselors’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	-1,223	Closed	-$88K	–	168
2022 Q3	$88K	Hold	1,223	–	–	0.01%	124
2022 Q2	$83K	Hold	1,223	–	–	0.01%	122
2022 Q1	$96K	Hold	1,223	–	–	0.01%	128
2021 Q4	$137K	Hold	1,223	–	–	0.02%	122
2021 Q3	$110K	Hold	1,223	–	–	0.01%	138
2021 Q2	$117K	Hold	1,223	–	–	0.02%	133
2021 Q1	$120K	Hold	1,223	–	–	0.02%	131
2020 Q4	$90K	Buy	+1,223	New	+$91.6K	0.01%	109
2020 Q3	–	Sell	-1,223	Closed	-$72K	–	133
2020 Q2	$72K	Sell	1,223 -6,297	-84%	-$322K	0.01%	130
2020 Q1	$278K	Buy	+7,520	New	+$426K	0.05%	119

Other funds holding LEN

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

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 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's LEN Position: Q4 2022 in Review

Estate Counselors sold out of Lennar Class A (LEN) in Q4 2022, closing a stake of 1,223 shares — an estimated $88K sold.

Estate Counselors first reported a position in LEN in Q1 2020 and held it in 10 quarters. The position peaked at $278K in Q1 2020. 762 funds tracked by Wall St. Rank hold LEN as of Q4 2022.

Estate Counselors reported no remaining Lennar Class A position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 1,223 Lennar Class A shares in Q4 2022, an estimated $88K.
Estate Counselors first reported a position in Lennar Class A in Q1 2020 and held it in 10 quarters.
Estate Counselors's Lennar Class A position peaked at $278K in Q1 2020.
762 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.