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 $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 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

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