Jacobi Capital Management’s Lennar Class A LEN Stock Holding History

Jacobi Capital Management’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	-291	Closed	-$26K	–	916
2021 Q3	$26K	Sell	291 -37	-11%	-$3.66K	﹤0.01%	797
2021 Q2	$32K	Buy	328 +76	+30%	+$7.34K	﹤0.01%	733
2021 Q1	$25K	Buy	252 +136	+117%	+$11.4K	﹤0.01%	734
2020 Q4	$9K	Buy	116 +64	+123%	+$4.79K	﹤0.01%	898
2020 Q3	$4K	Hold	52	–	–	﹤0.01%	984
2020 Q2	$3K	Hold	52	–	–	﹤0.01%	999
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	966
2019 Q4	$3K	Hold	52	–	–	﹤0.01%	916
2019 Q3	$3K	Hold	52	–	–	﹤0.01%	898
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	933
2019 Q1	$2K	Buy	+52	New	+$2.35K	﹤0.01%	887
2018 Q3	–	Sell	-114	Closed	-$6K	–	1025
2018 Q2	$6K	Hold	114	–	–	﹤0.01%	789
2018 Q1	$6K	Hold	114	–	–	﹤0.01%	773
2017 Q4	$7K	Sell	114 -44	-28%	-$2.5K	﹤0.01%	726
2017 Q3	$8K	Hold	158	–	–	﹤0.01%	676
2017 Q2	$8K	Buy	+158	New	+$7.77K	﹤0.01%	608

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jacobi Capital Management's LEN Position: Q4 2021 in Review

Jacobi Capital Management sold out of Lennar Class A (LEN) in Q4 2021, closing a stake of 291 shares — an estimated $26K sold.

Jacobi Capital Management first reported a position in LEN in Q2 2017 and held it in 16 quarters. The position peaked at $32K in Q2 2021. 819 funds tracked by Wall St. Rank hold LEN as of Q4 2021.

Jacobi Capital Management reported no remaining Lennar Class A position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 291 Lennar Class A shares in Q4 2021, an estimated $26K.
Jacobi Capital Management first reported a position in Lennar Class A in Q2 2017 and held it in 16 quarters.
Jacobi Capital Management's Lennar Class A position peaked at $32K in Q2 2021.
819 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.