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

FSM 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
Q4 		– Sell
-2,198
Closed -$239K – 158
2023
Q3 		$239K Buy
+2,198
New +$258K 0.12% 126

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FSM Wealth Advisors's LEN Position: Q4 2023 in Review

FSM Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 2,198 shares — an estimated $239K sold.

FSM Wealth Advisors first reported a position in LEN in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 948 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

  • FSM Wealth Advisors reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,198 Lennar Class A shares in Q4 2023, an estimated $239K.
  • FSM Wealth Advisors first reported a position in Lennar Class A in Q3 2023 and held it in 1 quarter.
  • FSM Wealth Advisors's Lennar Class A position peaked at $239K in Q3 2023.
  • 948 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on FSM Wealth Advisors's 13F filing for Q4 2023, filed 14 May 2024.