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

Intercontinental 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	$1.21M	Hold	9,942	–	–	0.29%	77
2023 Q1	$1.01M	Buy	9,942 +4	+0%	+$386	0.26%	89
2022 Q4	$871K	Buy	9,938 +3	+0%	+$243	0.26%	91
2022 Q3	$717K	Buy	9,935 +4	+0%	+$311	0.23%	102
2022 Q2	$678K	Hold	9,931	–	–	0.18%	112
2022 Q1	$780K	Hold	9,931	–	–	0.18%	113
2021 Q4	$1.12M	Sell	9,931 -21,797	-69%	-$2.23M	0.24%	87
2021 Q3	$2.88M	Buy	+31,728	New	+$3.14M	0.67%	18
2019 Q3	–	Sell	-19,485	Closed	-$914K	–	432
2019 Q2	$914K	Buy	+19,485	New	+$972K	0.47%	39

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Intercontinental Wealth Advisors held its Lennar Class A (LEN) position steady in Q2 2023 at 9,942 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #77.

Intercontinental Wealth Advisors first reported a position in LEN in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.88M in Q3 2021. 864 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

Intercontinental Wealth Advisors held 9,942 shares of Lennar Class A worth $1.21M as of Q2 2023.
Intercontinental Wealth Advisors left its Lennar Class A share count unchanged in Q2 2023.
Lennar Class A made up 0.29% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #77 holding.
Intercontinental Wealth Advisors first reported a position in Lennar Class A in Q2 2019 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Lennar Class A position peaked at $2.88M in Q3 2021.
864 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.