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

HHM 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
Q2 		– Sell
-36
Closed -$3.68K – 834
2023
Q1 		$3.68K Hold
36
– – ﹤0.01% 681
2022
Q4 		$3.17K Buy
+36
New +$2.92K ﹤0.01% 569

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

HHM Wealth Advisors's LEN Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 36 shares — an estimated $3.68K sold.

HHM Wealth Advisors first reported a position in LEN in Q4 2022 and held it in 2 quarters. The position peaked at $3.68K in Q1 2023. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

  • HHM Wealth Advisors reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 36 Lennar Class A shares in Q2 2023, an estimated $3.68K.
  • HHM Wealth Advisors first reported a position in Lennar Class A in Q4 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's Lennar Class A position peaked at $3.68K in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.