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Heritage Wealth Management (Arizona)’s Lennar Class A LEN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$6.33K Buy
72
+55
+324% +$4.45K ﹤0.01% 847
2022
Q3 		$1K Buy
+17
New +$1.32K ﹤0.01% 951

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LEN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lennar Class A (LEN) stake by 324% in Q4 2022, buying an estimated $4.45K and bringing the position to 72 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Heritage Wealth Management (Arizona) first reported a position in LEN in Q3 2022 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold LEN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 72 shares of Lennar Class A worth $6.33K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 55 Lennar Class A shares in Q4 2022, an estimated $4.45K.
  • Lennar Class A made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #847 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Lennar Class A in Q3 2022 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.