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InterOcean Capital Group’s Lennar Class A LEN Stock Holding History

InterOcean Capital Group’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
2024
Q1 		$284K Buy
1,708
+8
+0.5% +$1.2K 0.01% 396
2023
Q4 		$245K Buy
+1,700
New +$205K 0.01% 404
2023
Q3 		– Sell
-1,777
Closed -$216K – 478
2023
Q2 		$216K Buy
+1,777
New +$194K 0.01% 405

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

InterOcean Capital Group's LEN Position: Q1 2024 in Review

InterOcean Capital Group increased its Lennar Class A (LEN) stake by 0.47% in Q1 2024, buying an estimated $1.2K and bringing the position to 1,708 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #396.

InterOcean Capital Group first reported a position in LEN in Q2 2023 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold LEN as of Q1 2024.

  • InterOcean Capital Group held 1,708 shares of Lennar Class A worth $284K as of Q1 2024.
  • InterOcean Capital Group bought 8 Lennar Class A shares in Q1 2024, an estimated $1.2K.
  • Lennar Class A made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #396 holding.
  • InterOcean Capital Group first reported a position in Lennar Class A in Q2 2023 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.