Grassi Investment Management’s Lennar Class A LEN Stock Holding History

Grassi Investment 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
2022 Q3	–	Sell	-4,778	Closed	-$326K	–	123
2022 Q2	$326K	Sell	4,778 -516	-10%	-$37.8K	0.04%	104
2022 Q1	$416K	Sell	5,294 -258	-5%	-$23.2K	0.04%	105
2021 Q4	$624K	Buy	5,552 +413	+8%	+$42.2K	0.06%	100
2021 Q3	$466K	Buy	5,139 +103	+2%	+$10.2K	0.05%	107
2021 Q2	$484K	Hold	5,036	–	–	0.05%	106
2021 Q1	$493K	Buy	5,036 +1,472	+41%	+$124K	0.06%	101
2020 Q4	$263K	Buy	+3,564	New	+$267K	0.03%	117

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grassi Investment Management's LEN Position: Q3 2022 in Review

Grassi Investment Management sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 4,778 shares — an estimated $326K sold.

Grassi Investment Management first reported a position in LEN in Q4 2020 and held it in 7 quarters. The position peaked at $624K in Q4 2021. 701 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

Grassi Investment Management reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
Grassi Investment Management sold 4,778 Lennar Class A shares in Q3 2022, an estimated $326K.
Grassi Investment Management first reported a position in Lennar Class A in Q4 2020 and held it in 7 quarters.
Grassi Investment Management's Lennar Class A position peaked at $624K in Q4 2021.
701 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Grassi Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.