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FDx Advisors’s Lennar Class A LEN Stock Holding History

FDx 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
Q3 		– Sell
-3,058
Closed -$371K – 717
2023
Q2 		$371K Buy
+3,058
New +$334K 0.02% 534
2022
Q2 		– Sell
-6,103
Closed -$480K – 859
2022
Q1 		$480K Sell
6,103
-1,419
-19% -$128K 0.02% 522
2021
Q4 		$846K Sell
7,522
-4,234
-36% -$433K 0.02% 397
2021
Q3 		$1.07M Sell
11,756
-271
-2% -$26.8K 0.03% 324
2021
Q2 		$1.16M Sell
12,027
-206
-2% -$19.9K 0.04% 306
2021
Q1 		$1.2M Buy
12,233
+151
+1% +$12.7K 0.05% 256
2020
Q4 		$892K Buy
12,082
+2,765
+30% +$207K 0.04% 295
2020
Q3 		$737K Sell
9,317
-1,423
-13% -$101K 0.03% 289
2020
Q2 		$641K Sell
10,740
-127
-1% -$6.49K 0.03% 296
2020
Q1 		$402K Buy
10,867
+105
+1% +$5.94K 0.03% 333
2019
Q4 		$581K Buy
10,762
+570
+6% +$32.5K 0.03% 317
2019
Q3 		$551K Sell
10,192
-24
-0.2% -$1.17K 0.04% 327
2019
Q2 		$479K Sell
10,216
-1,012
-9% -$50.5K 0.02% 498
2019
Q1 		$534K Buy
11,228
+4,080
+57% +$185K 0.02% 452
2018
Q4 		$271K Sell
7,148
-19,905
-74% -$811K 0.02% 439
2018
Q3 		$1.22M Buy
27,053
+1,647
+6% +$83K 0.05% 300
2018
Q2 		$1.29M Buy
25,406
+3,902
+18% +$204K 0.05% 316
2018
Q1 		$1.23M Buy
21,504
+3,861
+22% +$233K 0.04% 441
2017
Q4 		$1.08M Buy
17,643
+974
+6% +$55.4K 0.03% 526
2017
Q3 		$838K Buy
16,669
+3,466
+26% +$173K 0.02% 588
2017
Q2 		$670K Buy
13,203
+793
+6% +$39K 0.02% 660
2017
Q1 		$605K Buy
12,410
+685
+6% +$31.1K 0.02% 711
2016
Q4 		$479K Buy
11,725
+46
+0.4% +$1.86K 0.01% 786
2016
Q3 		$471K Buy
11,679
+612
+6% +$27.1K 0.02% 646
2016
Q2 		$486K Buy
11,067
+1,503
+16% +$65.8K 0.02% 600
2016
Q1 		$440K Buy
+9,564
New +$392K 0.02% 625

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FDx Advisors's LEN Position: Q3 2023 in Review

FDx Advisors sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 3,058 shares — an estimated $371K sold.

FDx Advisors first reported a position in LEN in Q1 2016 and held it in 26 quarters. The position peaked at $1.29M in Q2 2018. 873 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • FDx Advisors reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 3,058 Lennar Class A shares in Q3 2023, an estimated $371K.
  • FDx Advisors first reported a position in Lennar Class A in Q1 2016 and held it in 26 quarters.
  • FDx Advisors's Lennar Class A position peaked at $1.29M in Q2 2018.
  • 873 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.