LWAC
LEN icon

Laurel Wealth Advisors (California)’s Lennar Class A LEN Stock Holding History

Laurel Wealth Advisors (California)’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
-2,667
Closed -$209K – 705
2022
Q1 		$209K Sell
2,667
-785
-23% -$70.7K 0.02% 706
2021
Q4 		$388K Buy
+3,452
New +$353K 0.03% 543

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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 $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LEN Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 2,667 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in LEN in Q4 2021 and held it in 2 quarters. The position peaked at $388K in Q4 2021. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,667 Lennar Class A shares in Q2 2022, an estimated $209K.
  • Laurel Wealth Advisors (California) first reported a position in Lennar Class A in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Lennar Class A position peaked at $388K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.