Financial Gravity Asset Management’s Lennar Class A LEN Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-2	Closed	-$396	–	1638
2024 Q1	$396	Hold	2	–	–	﹤0.01%	856
2023 Q4	$341	Buy	+2	New	+$241	﹤0.01%	955
2021 Q3	$94K	Sell	115 -1	-0.9%	-$99	0.04%	373
2021 Q2	$99K	Buy	+116	New	+$11.2K	0.04%	351
2020 Q4	$1K	Buy	+8	New	+$599	﹤0.01%	418
2019 Q4	–	Sell	-2	Closed	–	–	1573
2019 Q3	$0	Hold	2	–	–	﹤0.01%	1398
2019 Q2	$0	Hold	2	–	–	﹤0.01%	1476
2019 Q1	$0	Buy	+2	New	+$91	﹤0.01%	1440
2018 Q3	$15K	Buy	387 +37	+11%	+$1.86K	0.02%	510
2018 Q2	$18K	Buy	350 +347	+11,567%	+$18.2K	0.02%	487
2018 Q1	$0	Buy	+3	New	+$181	﹤0.01%	1453

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's LEN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Lennar Class A (LEN) in Q2 2024, closing a stake of 2 shares — an estimated $396 sold.

Financial Gravity Asset Management first reported a position in LEN in Q1 2018 and held it in 11 quarters. The position peaked at $99K in Q2 2021. 980 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Lennar Class A position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Lennar Class A shares in Q2 2024, an estimated $396.
Financial Gravity Asset Management first reported a position in Lennar Class A in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Lennar Class A position peaked at $99K in Q2 2021.
980 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.