IWA
LEN icon

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

IBEX 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
2021
Q4 		– Sell
-1,505
Closed -$136K – 324
2021
Q3 		$136K Buy
+1,505
New +$149K 0.03% 209

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IBEX Wealth Advisors's LEN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2021, closing a stake of 1,505 shares — an estimated $136K sold.

IBEX Wealth Advisors first reported a position in LEN in Q3 2021 and held it in 1 quarter. The position peaked at $136K in Q3 2021. 818 funds tracked by Wall St. Rank hold LEN as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Lennar Class A position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,505 Lennar Class A shares in Q4 2021, an estimated $136K.
  • IBEX Wealth Advisors first reported a position in Lennar Class A in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Lennar Class A position peaked at $136K in Q3 2021.
  • 818 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.