Exencial Wealth Advisors’s Lennar Class A LEN Stock Holding History

Exencial Wealth Advisors’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 Q1	–	Sell	-4,747	Closed	-$416K	–	428
2022 Q4	$416K	Buy	4,747 +698	+17%	+$56.5K	0.02%	317
2022 Q3	$292K	Buy	4,049 +131	+3%	+$10.2K	0.02%	345
2022 Q2	$268K	Buy	3,918 +1,163	+42%	+$85.2K	0.02%	361
2022 Q1	$216K	Buy	+2,755	New	+$248K	0.01%	417

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

Exencial Wealth Advisors's LEN Position: Q1 2023 in Review

Exencial Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 4,747 shares — an estimated $416K sold.

Exencial Wealth Advisors first reported a position in LEN in Q1 2022 and held it in 4 quarters. The position peaked at $416K in Q4 2022. 785 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

Exencial Wealth Advisors reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
Exencial Wealth Advisors sold 4,747 Lennar Class A shares in Q1 2023, an estimated $416K.
Exencial Wealth Advisors first reported a position in Lennar Class A in Q1 2022 and held it in 4 quarters.
Exencial Wealth Advisors's Lennar Class A position peaked at $416K in Q4 2022.
785 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on Exencial Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.