EVM
LEN icon

Evelyn V. Moreno’s Lennar Class A LEN Stock Holding History

Evelyn V. Moreno’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
Q4 		$364K Hold
2,525
– – 0.17% 90
2023
Q3 		$274K Hold
2,525
– – 0.06% 112
2023
Q2 		$306K Hold
2,525
– – 0.07% 92
2023
Q1 		$257K Hold
2,525
– – 0.06% 102
2022
Q4 		$221K Buy
+2,525
New +$204K 0.05% 154

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evelyn V. Moreno's LEN Position: Q4 2023 in Review

Evelyn V. Moreno held its Lennar Class A (LEN) position steady in Q4 2023 at 2,525 shares worth $364K. The position accounts for 0.17% of the portfolio, ranked #90.

Evelyn V. Moreno first reported a position in LEN in Q4 2022 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

  • Evelyn V. Moreno held 2,525 shares of Lennar Class A worth $364K as of Q4 2023.
  • Evelyn V. Moreno left its Lennar Class A share count unchanged in Q4 2023.
  • Lennar Class A made up 0.17% of Evelyn V. Moreno's portfolio in Q4 2023, its #90 holding.
  • Evelyn V. Moreno first reported a position in Lennar Class A in Q4 2022 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.