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JP Morgan Private Wealth Advisors’s Lennar Class A LEN Stock Holding History

JP Morgan Private 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
Q3 		$6.19M Sell
56,963
-7,917
-12% -$929K 0.02% 462
2023
Q2 		$7.87M Sell
64,880
-25,861
-28% -$2.82M 0.04% 267
2023
Q1 		$9.23M Buy
90,741
+20,554
+29% +$1.98M 0.02% 448
2022
Q4 		$6.15M Buy
70,187
+1,484
+2% +$120K 0.01% 530
2022
Q3 		$4.96M Sell
68,703
-16,338
-19% -$1.27M 0.01% 561
2022
Q2 		$5.81M Sell
85,041
-3,378
-4% -$248K 0.01% 531
2022
Q1 		$6.95M Sell
88,419
-58,930
-40% -$5.31M 0.02% 526
2021
Q4 		$16.6M Buy
147,349
+34,555
+31% +$3.53M 0.04% 354
2021
Q3 		$10.2M Buy
112,794
+2,077
+2% +$206K 0.03% 419
2021
Q2 		$10.6M Sell
110,717
-85,017
-43% -$8.21M 0.03% 405
2021
Q1 		$19.2M Sell
195,734
-22,381
-10% -$1.88M 0.06% 271
2020
Q4 		$16.1M Buy
218,115
+35,762
+20% +$2.68M 0.05% 298
2020
Q3 		$14.4M Buy
182,353
+154,228
+548% +$11M 0.06% 266
2020
Q2 		$1.68M Buy
28,125
+1,207
+4% +$61.7K 0.01% 633
2020
Q1 		$995K Buy
26,918
+9,690
+56% +$549K 0.01% 716
2019
Q4 		$930K Buy
17,228
+3,600
+26% +$205K ﹤0.01% 824
2019
Q3 		$737K Buy
13,628
+7,147
+110% +$348K ﹤0.01% 868
2019
Q2 		$304K Sell
6,481
-1,179
-15% -$58.8K ﹤0.01% 1143
2019
Q1 		$364K Buy
7,660
+84
+1% +$3.8K ﹤0.01% 1134
2018
Q4 		$287K Sell
7,576
-7,424
-49% -$303K ﹤0.01% 1189
2018
Q3 		$678K Sell
15,000
-2,089
-12% -$105K ﹤0.01% 964
2018
Q2 		$868K Sell
17,089
-5,169
-23% -$271K ﹤0.01% 820
2018
Q1 		$1.27M Sell
22,258
-1,287
-5% -$77.6K 0.01% 595
2017
Q4 		$1.44M Buy
23,545
+6,897
+41% +$392K 0.01% 566
2017
Q3 		$837K Sell
16,648
-7,612
-31% -$380K 0.01% 679
2017
Q2 		$1.23M Buy
24,260
+10,899
+82% +$536K 0.01% 563
2017
Q1 		$651K Sell
13,361
-1,545
-10% -$70K 0.01% 764
2016
Q4 		$609K Sell
14,906
-152
-1% -$6.15K 0.01% 736
2016
Q3 		$607K Sell
15,058
-937
-6% -$41.5K 0.01% 725
2016
Q2 		$702K Sell
15,995
-2,727
-15% -$119K 0.01% 677
2016
Q1 		$862K Buy
+18,722
New +$768K 0.01% 593

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LEN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Lennar Class A (LEN) stake by 12% in Q3 2023, selling an estimated $929K and leaving 56,963 shares worth $6.19M. The position accounts for 0.02% of the portfolio, ranked #462.

JP Morgan Private Wealth Advisors first reported a position in LEN in Q1 2016 and has held it in 31 quarters since. The position peaked at $19.2M in Q1 2021. 874 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,963 shares of Lennar Class A worth $6.19M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,917 Lennar Class A shares in Q3 2023, an estimated $929K.
  • Lennar Class A made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #462 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lennar Class A in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's Lennar Class A position peaked at $19.2M in Q1 2021.
  • 874 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.