Intersect Capital’s Lennar Class A LEN Stock Holding History

Intersect Capital’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 Q2	–	Sell	-5,003	Closed	-$393K	–	397
2022 Q1	$393K	Sell	5,003 -2,757	-36%	-$248K	0.08%	246
2021 Q4	$873K	Buy	7,760 +30	+0.4%	+$3.07K	0.16%	118
2021 Q3	$701K	Buy	7,730 +289	+4%	+$28.6K	0.12%	137
2021 Q2	$716K	Buy	7,441 +751	+11%	+$72.5K	0.13%	136
2021 Q1	$656K	Buy	6,690 +431	+7%	+$36.2K	0.13%	130
2020 Q4	$462K	Buy	6,259 +141	+2%	+$10.6K	0.1%	152
2020 Q3	$484K	Buy	+6,118	New	+$434K	0.13%	115
2019 Q3	–	Sell	-4,436	Closed	-$208K	–	174
2019 Q2	$208K	Buy	+4,436	New	+$221K	0.08%	160
2015 Q2	–	Sell	-525	Closed	-$23K	–	246
2015 Q1	$23K	Hold	525	–	–	0.02%	255
2014 Q4	$22K	Buy	+525	New	+$21.7K	0.02%	272

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Intersect Capital's LEN Position: Q2 2022 in Review

Intersect Capital sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 5,003 shares — an estimated $393K sold.

Intersect Capital first reported a position in LEN in Q4 2014 and held it in 10 quarters. The position peaked at $873K in Q4 2021. 726 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

Intersect Capital reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 5,003 Lennar Class A shares in Q2 2022, an estimated $393K.
Intersect Capital first reported a position in Lennar Class A in Q4 2014 and held it in 10 quarters.
Intersect Capital's Lennar Class A position peaked at $873K in Q4 2021.
726 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.